Rbc Capital Markets, LLC
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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
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
Eric Stevens Work History
Eric has 15 years of experience.
Rbc Global Asset Management (U.S) Inc
Rbc Capital Markets, LLC
Putnam Retail Management
Boston College Athletics
Eric Stevens has no disclosures.
Please visit their SEC profile for more details.