Alexander
Sugar

Rbc Capital Markets, LLC

CRD#1580857
Investment Advisor
in Boston, MA
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About this Advisor

Alexander Sugar is a certified financial planner based in Boston, Massachusetts, with a total of 10 years in the industry. Sugar is an employee of Rbc Capital Markets, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., Inc, Morgan Stanley Private Bank, National Association, City National Bank and Rbc Capital Markets, LLC. Sugar holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington, D.c., Massachusetts, Texas, North Carolina and Ohio. Rbc Capital Markets, LLC is a financial advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 254 locations and a total of 7,115 people on staff. It administers $106 billion in assets under management among its 254,944 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 254,944 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Rbc Capital Markets, LLC performs a broad range of services, including 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. Financial advisory fees usually are based on which service is offered. However, fee types charged by Rbc Capital Markets, LLC likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Yes

Office Location

75 State Street Suite 1701
Boston, MA 02109-1875

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$118,733,499,150

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

7,576

MA Average: 88
Total Number of Accounts

293,129

MA Average: 3,892
Average Account Size

$405,055

MA 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

Alexander Sugar Work History

Alexander has 10 years of experience.

2017 - Present (2 years)

City National Bank

2017 - Present (2 years)

Rbc Capital Markets, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

2008 - 2017 (9 years)

Morgan Stanley & Co., Inc

Disclosures

Alexander Sugar has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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