Mary
Mathias

Rbc Capital Markets, LLC

CRD#1194748
Investment Advisor
in Washington, DC
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About this Advisor

Mary Mathias is a certified financial planner in Washington, D.C. Currently a registered investment advisor with Rbc Capital Markets, LLC, they have accumulated a notable 30 years of work experience. Mathias maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mathias is registered to serve clients in Washington, D.C. and Texas. Throughout their career, they have worked at Rbc Capital Markets, LLC and Ferris, Baker Watts Inc. Rbc Capital Markets, LLC is headquartered in Washington, D.C., and operates out of 254 locations throughout the nation. As a company, Rbc Capital Markets, LLC oversees $106 billion in assets throughout 254,944 client accounts and employs more than 7,115 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 158,606 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Rbc Capital Markets, LLC can provide 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 63, Series 65, Certified Financial Planner

Years of Experience

30 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

Mary Mathias Work History

Mary has 30 years of experience.

2009 - Present (10 years)

Rbc Capital Markets , LLC

1988 - 2009 (21 years)

Ferris, Baker Watts Inc

Disclosures

Mary Mathias has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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