Jennifer
Reardon

Rbc Capital Markets, LLC

CRD#2852660
Investment Advisor
in Boston, MA
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About this Advisor

Jennifer Reardon is a certified financial planner based in Boston, Massachusetts, with a total of 23 years of professional experience. Reardon is an employee of Rbc Capital Markets, LLC. Their career trajectory has included roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Rbc Capital Markets, LLC. Reardon maintains a Series 63 license, certifying them as a securities broker, and is able to operate in Massachusetts. Rbc Capital Markets, LLC is a registered investment business that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 254 locations and a total of 7,115 advisors. It oversees $106 billion in total assets across its 254,944 accounts, placing it among the largest firms in the country by assets under management. Of its 254,944 accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number 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. A financial advisor's fees typically depend on the services provided. Fee types charged by Rbc Capital Markets, LLC most likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 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

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

Jennifer Reardon Work History

Jennifer has 23 years of experience.

2017 - Present (2 years)

Rbc Capital Markets, LLC

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

1995 - 2009 (14 years)

Citigroup Global Markets Inc

Disclosures

Jennifer Reardon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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