Benjamin SicoliCRD Number: 7130082
Current Firm: Rbc Capital Markets, LLC
Benjamin Sicoli (CRD# 7130082) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Charter Oak Capital Management
|City National Bank||Portland, ME||Nov 2019 - Current||3|
|Rbc Capital Markets, LLC||Portland, ME||Jun 2019 - Current||3|
|General Mills Inc.||Minneapolis, MN||Jul 2014 - Jun 2019||4|
|University Of Minnesota||Minneapolis, MN||Aug 2011 - Jun 2015||3|
|University Of Minnesota||Minneapolis, MN||Aug 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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