Graham Okelly, financial advisor Century City CA
93 score

Graham Okelly

CRD Number: 4437544
Current Firm: Rbc Capital Markets, LLC

Graham Okelly (CRD# 4437544) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Century City, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Century City, CA Jul 2017 - Current < 1
Rbc Capital Markets, LLC Century City, CA May 2017 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2017 2
Morgan Stanley & Company, Incorporated Beverly Hills, CA Mar 2008 - May 2017 9
Morgan Stanley Smith Barney Beverly Hills, CA Jun 2009 - May 2015 5
Bear Stearns & Company Inc. Los Angeles, CA Jan 2002 - Mar 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Graham D. Okelly
Phone Number: 212-858-7000
Registered State(s):
  • CA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    106,032
    MILLIONS
  • Total Number of Accounts
    254,944
    ACCOUNTS
  • Average Account Value
    $415,903
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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