Amit
Shashidharan

Rbc Capital Markets, LLC

CRD#4493986
Investment Advisor
in Washington, DC
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About this Advisor

Amit Shashidharan is a certified financial planner located in Washington, D.C. Currently an advisor with Rbc Capital Markets, LLC, Shashidharan has 17 years of practice in the financial advisory industry. Shashidharan maintains a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Shashidharan is able to work with customers based out of Washington, D.C. and Virginia. Shashidharan has gained experience at Ferris, Baker Watts, Inc and Rbc Capital Markets, LLC. Rbc Capital Markets, LLC is located in Washington, D.C., and operates out of 254 other offices in the country. Overall, Rbc Capital Markets, LLC manages $106 billion in assets across 254,944 client accounts and retains more than 7,115 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 158,606 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Rbc Capital Markets, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1700 Pennsylvania Avenue Nw Suite 700
Washington, DC 20006-4721

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$106,032,037,430

DC Average: $7,464,549,021
Total Number of Employees

7,115

DC Average: 88
Total Number of Accounts

254,944

DC Average: 3,892
Average Account Size

$415,903

DC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Amit Shashidharan Work History

Amit has 17 years of experience.

2009 - Present (10 years)

Rbc Capital Markets , LLC

2001 - 2009 (8 years)

Ferris, Baker Watts, Inc

Disclosures

Amit Shashidharan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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