Steven
Ross

Rbc Capital Markets, LLC

CRD#734513
Investment Advisor
in Washington, DC
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About this Advisor

Steven Ross is a certified financial planner who works out of Washington, D.C. Currently an advisor at Rbc Capital Markets, LLC, they have accrued an impressive 39 years of professional experience in the financial advisory industry. Ross has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Ross is able to work with customers in Washington, D.C., Texas and Maryland. Ross has gained experience at City National Bank, Ferris, Baker Watts Inc and Rbc Capital Markets, LLC. Rbc Capital Markets, LLC is based out of Washington, D.C., and has 254 additional locations throughout the country. As a registered advisory firm, Rbc Capital Markets, LLC manages $106 billion in assets throughout 254,944 accounts and employs more than 7,115 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 158,606 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

39 years

Services Offered

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, 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

$118,733,499,150

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

7,576

DC Average: 88
Total Number of Accounts

293,129

DC Average: 3,892
Average Account Size

$405,055

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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Steven Ross Work History

Steven has 39 years of experience.

2017 - Present (2 years)

City National Bank

2009 - Present (10 years)

Rbc Capital Markets, LLC

1979 - 2009 (30 years)

Ferris, Baker Watts Inc

Disclosures

Steven Ross has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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