Rbc Capital Markets, LLC

Rbc Capital Markets, LLC (CRD# 31194) is a financial advisory firm headquartered in New York, NY. They manage $76,273,816,366 in 192,243 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    76,274
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rbc Capital Markets, LLC
Showing 1 - 10 of 2,662 top financial advisors.
1
Shayne W. Beecher
CRD#: 4247234
2101 Oregon Pike, Lancaster, PA 17601
98
Wealthminder
score

Shayne Beecher (CRD# 4247234) is an Investment Advisor Representative working at RBC Wealth Management in Lancaster, PA and has over 15 years of experience in the finance industry.

2
Robert C. Boland
CRD#: 2730853
130 N 18th Street, One Logan Square, 17th Floor, Philadelphia, PA 19103
98
Wealthminder
score

Robert Boland (CRD# 2730853) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.

3
Richard W. Kidd
CRD#: 1573270
1 Jericho Plaza, Suite 202, Jericho, NY 11753
98
Wealthminder
score

Richard Kidd (CRD# 1573270) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 22 years of experience in the finance industry.

4
John G. Meitner
CRD#: 2799046
1 Jericho Plaza, Suite 202, Jericho, NY 11753
98
Wealthminder
score

John Meitner (CRD# 2799046) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Jericho, NY and has over 21 years of experience in the finance industry.

5
David B. Sogge
CRD#: 1234173
5251 Dtc Parkway, Suite 1200, Greenwood Village, CO 80111
98
Wealthminder
score

David Sogge (CRD# 1234173) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Greenwood Village, CO and has over 33 years of experience in the finance industry.

6
Bjorn W. Amundson
CRD#: 5049255
60 South Sixth Street, Minneapolis, MN 55402
96
Wealthminder
score

Bjorn Amundson (CRD# 5049255) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minneapolis, MN and has over 11 years of experience in the finance industry. Bjorn Amundson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
David H. Betts
CRD#: 1266094
2150 E. Lake Cook Road, Suite 405, Buffalo Grove, IL 60089
96
Wealthminder
score

David Betts (CRD# 1266094) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Buffalo Grove, IL and has over 32 years of experience in the finance industry.

8
John C. Beynon
CRD#: 4295058
225 Schilling Circle, Suite 250, Hunt Valley, MD 21031
96
Wealthminder
score

John Beynon (CRD# 4295058) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Hunt Valley, MD and has over 16 years of experience in the finance industry. John Beynon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Christine H. Cisco
CRD#: 3014298
19485 Us Route 11, Watertown, NY 13601
96
Wealthminder
score

Christine Cisco (CRD# 3014298) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Watertown, NY and has over 19 years of experience in the finance industry. Christine Cisco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Gerald Cosgrove
CRD#: 4725844
225 Franklin Street, Suite 2700, Boston, MA 02110
96
Wealthminder
score

Gerald Cosgrove (CRD# 4725844) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Boston, MA and has over 13 years of experience in the finance industry.

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