Fanny GreberCRD Number: 1787731
Current Firm: Rbc Capital Markets, LLC
Fanny Greber (CRD# 1787731) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stamford, CT and has over 29 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Rbc Capital Markets Corporation||Stamford, CT||Mar 2008 - Current||9|
|Rbc Dain Rauscher Inc.||Stamford, CT||Mar 2002 - Mar 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- 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 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, 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