Suzanne
Boyd-Chapman

Rbc Capital Markets, LLC

CRD#1238795
Investment Advisor
in Dallas, TX
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About this Advisor

Suzanne Boyd-Chapman is a financial advisor who works out of Dallas, Texas. Currently an advisor at Rbc Capital Markets, LLC, Boyd-Chapman has a notable 33 years of experience in the financial advisory industry. Boyd-Chapman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Boyd-Chapman is able to work with investors based out of Texas. Over the course of their career, Boyd-Chapman has held roles at Rbc Capital Markets Corporation and Merrill Lynch, Pierce, Fenner & Smith Inc. Rbc Capital Markets, LLC is located in Dallas, Texas, and has 254 other brick-and-mortar locations across the nation. In total, Rbc Capital Markets, LLC oversees $106 billion in assets throughout 254,944 accounts and retains more than 7,115 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 158,606 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Rbc Capital Markets, LLC can offer 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

33 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

Yes

Office Location

100 Crescent Court Suite 1500
Dallas, TX 75201-1871

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Rbc Capital Markets, LLC Brokerage Details

Total Assets Under Management

$106,032,037,430

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

7,115

TX Average: 88
Total Number of Accounts

254,944

TX Average: 3,892
Average Account Size

$415,903

TX 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

Suzanne Boyd-Chapman Work History

Suzanne has 33 years of experience.

2009 - Present (10 years)

Rbc Capital Markets Corporation

1985 - 2009 (24 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Suzanne Boyd-Chapman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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