Rbc Capital Markets, LLC
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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
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
Alexander Sugar Work History
Alexander has 10 years of experience.
City National Bank
Rbc Capital Markets, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Alexander Sugar has disclosures.
Please visit their SEC profile for more details.