Robert Will, financial advisor Syracuse NY

Robert Will

CRD Number: 3051261
Current Firm: Rbc Capital Markets, LLC

Robert Will (CRD# 3051261) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Syracuse, NY and has over 24 years of experience in the finance industry.

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Rbc Capital Markets, LLC
Company Name Location Dates Years
City National Bank Syracuse, NY Oct 2016 - Current 5
Rbc Capital Markets LLC Syracuse, NY Jul 2008 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Robert A. Will
Phone Number: 212-858-7000
Registered State(s):
  • CA
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    201,164
    MILLIONS
  • Total Number of Accounts
    395,275
    ACCOUNTS
  • Average Account Value
    $508,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, 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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