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AR

Alexandra L. Ruel

RBC PRIVATE COUNSEL (USA)
Vancouver, British Columbia, V6C 0E5
Some features on this profile are disabled
CRD#: 7493815
AR

Professional summary


Alexandra Leigh Ruel is a registered financial advisor currently at RBC PRIVATE COUNSEL (USA) INC. .

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexandra has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexandra Leigh Ruel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 28, 2022 - Present

RBC PRIVATE COUNSEL (USA) INC.

Office #1: 745 Thurlow Street 20th Floor, Vancouver, British Columbia, V6C 0E5
RIA
CRD#: 109648
Vancouver, British Columbia,

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RBC PRIVATE COUNSEL (USA) INC.
RBC PRIVATE COUNSEL (USA) INC. | RBC WEALTH MANAGEMENT

CRD#: 109648 / SEC#: 801-55491

RIA
Registered Investment Advisory firm - (5/11/1998 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/28/2022)

Exams


Current Firm


RP
RBC PRIVATE COUNSEL (USA) INC.
RBC PRIVATE COUNSEL (USA) INC. | RBC WEALTH MANAGEMENT

CRD#: 109648 / SEC#: 801-55491

RIA
Registered Investment Advisory firm - (5/11/1998 Approved)
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Contact information


Main Address
155 Wellington Street West 17th Floor Rbc Centre, Toronto, On, M5V 3K7
Mailing Address
Phone number
(416) 955-7782
Established
Firm type
Fiscal year end
# of Employees
1,379

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INDIVIDUALLY MANAGED ACCOUNTS (10/21/2025)

Regulatory assets under management


Total Number of Accounts8,556
AUM (Assets Under Management)$ 6,827,149,933

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
10/28/2024
09/28/2023
01/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RBC PRIVATE COUNSEL (USA) INC.

CRD#: 109648Vancouver, British Columbia, V6C 0E5

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