Daniel Schlesinger, financial advisor Saint Paul MN
89 score

Daniel Schlesinger

CRD Number: 6169880
Current Firm: Rbc Capital Markets, LLC

Daniel Schlesinger (CRD# 6169880) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Paul, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC St. Paul, MN Feb 2013 - Current 3
Wells Fargo Home Mortgage Minneapolis, MN Sep 2012 - Feb 2013 < 1
Homemade Pizza Chicago, IL Jun 2012 - Sep 2012 < 1
Uncle Sammy's Classic Sandwiches Chicago, IL May 2009 - Jun 2012 3
Depaul University Chicago, IL Sep 2008 - Jun 2012 3
City Of Chicago Dept. Of Revenue Chicago, IL May 2011 - Sep 2011 < 1
Dairy Queen Minnetonka, MN Jun 2010 - Aug 2010 < 1
Yellowbook Twin Cities, MN Jun 2010 - Aug 2010 < 1
Ups Plymouth, MN Nov 2009 - Dec 2009 < 1
Dairy Queen Minnetonka, MN Jun 2009 - Aug 2009 < 1
Dairy Queen Minnetonka, MN Feb 2007 - Sep 2008 1
Minnetonka High School Minnetonka, MN Sep 2004 - Jun 2008 3
Caribou Coffee Minnetonka, MN Oct 2006 - Feb 2007 < 1
Frattalone's Ace Hardware Minnetonka, MN Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Daniel J. Schlesinger
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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