Eric
Stevens

Rbc Capital Markets, LLC

CRD#6419898
Investment Advisor
in Boston, MA
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About this Advisor

Eric Stevens is a financial advisor operating out of Boston, Massachusetts, who has been in the industry for 15 years. Stevens is an employee of Rbc Capital Markets, LLC. Over the course of their career, Stevens has held roles at Putnam Retail Management, Boston College Athletics, Chatham Anglers, Teels, Boston College, Rbc Global Asset Management (U.S) Inc and Rbc Capital Markets, LLC. Stevens maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Rbc Capital Markets, LLC is a financial advisory business based in Boston, Massachusetts. The company has offices in 254 locations and a total of 7,115 people on staff. It has $106 billion in assets among its 254,944 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 254,944 customer accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a number of services, such as 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Rbc Capital Markets, LLC likely are comprised of some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

225 Franklin Street Suite 2700
Boston, MA 02110

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$106,032,037,430

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

7,115

MA Average: 88
Total Number of Accounts

254,944

MA Average: 3,892
Average Account Size

$415,903

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 businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Stevens Work History

Eric has 15 years of experience.

2018 - Present (1 years)

Rbc Global Asset Management (U.S) Inc

2018 - Present (1 years)

Rbc Capital Markets, LLC

2014 - 2018 (4 years)

Putnam Retail Management

2014 - 2014 (0 years)

Teels

2012 - 2012 (0 years)

Chatham Anglers

2011 - 2014 (3 years)

Boston College Athletics

2010 - 2014 (4 years)

Boston College

Disclosures

Eric Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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