Financial ADVSR advisor directory · SEC adviser records
RBC Capital Markets, LLC financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a RBC Capital Markets, LLC office in Winter Park, A to Z.
The short answer
4 registered advisors work at RBC Capital Markets, LLC in Winter Park, out of 3,466 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.
RBC Capital Markets, LLC advisors in Winter Park, A to Z
Every RBC Capital Markets, LLC advisor →- Brian C. CoatoamCertified Financial Planner · Also a broker rep
- Derek A. GrimmCertified Financial Planner · Also a broker rep
- Morgan C. MetcalfAlso a broker rep
- Ryan PlankCertified Financial Planner · Also a broker rep
RBC Capital Markets, LLC advisors in every city and state →RBC Capital Markets, LLC: assets, clients and custodians →RBC news and advisor moves →Advisor Moves: who changed firms this week →
RBC Capital Markets, LLC advisors in other cities
Minneapolis, MN 196New York, NY 158Florham Park, NJ 90Wayzata, MN 68Seattle, WA 63Vienna, VA 59Houston, TX 57Dallas, TX 45Boston, MA 42Leawood, KS 42Atlanta, GA 41San Francisco, CA 41Edina, MN 40Beverly Hills, CA 36Chicago, IL 36
Other firms in Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8
Questions
How many financial advisors does RBC Capital Markets, LLC have in Winter Park?
4 investment adviser representatives are registered at RBC Capital Markets, LLC offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3,466 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Is RBC Capital Markets, LLC one of the largest advisor employers in Winter Park?
RBC Capital Markets, LLC ranks number 21 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a RBC Capital Markets, LLC advisor in Winter Park?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the RBC Capital Markets, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.