Rbc Capital Markets, LLC
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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
Years of Experience
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Rbc Capital Markets, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amit Shashidharan Work History
Amit has 17 years of experience.
Rbc Capital Markets , LLC
Ferris, Baker Watts, Inc
Amit Shashidharan has no disclosures.
Please visit their SEC profile for more details.