David
Weigel

Rbc Capital Markets, LLC

CRD#2634533
Investment Advisor
in New York, NY
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About this Advisor

David Weigel is a certified financial planner whose office is in New York, New York. Currently a registered financial advisor with Rbc Capital Markets, LLC, Weigel has 11 years of practice as a financial advisor. Weigel has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Weigel is registered to advise clients in New Jersey and Texas. Throughout their career, Weigel has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Rbc Capital Markets, LLC. Rbc Capital Markets, LLC is headquartered in New York, New York, and has 254 additional offices in the country. As an advisory firm, Rbc Capital Markets, LLC oversees $106 billion in assets dispersed across 254,944 client accounts and retains more than 7,115 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 158,606 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Rbc Capital Markets, LLC offers 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

1211 Avenue Of The Americas Suite 3300
New York, NY 10036

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$118,733,499,150

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

7,576

NY Average: 88
Total Number of Accounts

293,129

NY Average: 3,892
Average Account Size

$405,055

NY 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

David Weigel Work History

David has 11 years of experience.

2013 - Present (6 years)

Rbc Capital Markets, LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

David Weigel has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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