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Find, Compare and Monitor Financial Advisors at RBC CMA LTD

CRD#: 121263
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

RBC CMA LTD is located at Walkers Corporate (bvi) Limited 171 Main Street, Po Box 92 Road Town, Tortola,, null FOREIGN. RBC CMA LTD has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of RBC CMA LTD’s clients are individuals and 0% of their clients are high net worth individuals. RBC CMA LTD has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at RBC CMA LTD are registered to handle securities or provide financial advice. The firm has 6 disclosures, 6 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access RBC CMA LTD‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at RBC CMA LTD. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for RBC CMA LTD Comes From

Understanding the Statistics for RBC CMA LTD and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
6

FIRM INFORMATION

Main Address
Walkers Corporate (bvi) Limited 171 Main Street, Po Box 92 Road Town, Tortola,, FOREIGN
Mailing Address
3 World Financial Center 200 Vesey Street - 14th Floor, New York, NY 10281
Firm Size
Small
Phone Number
(212) 858-7000
Established
since 10/28/2019
Firm Type
Limited Liability Company
Fiscal year end
October
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ROYAL BANK HOLDING INC.DIRECT OWNER
GRANNIS, JOHNCHIEF OPERATING OFFICER2934841
JASNOSZ, MICHAEL EDWARDCHIEF COMPLIANCE OFFICER4386029
JIANG, HEPRINCIPAL OPERATIONS OFFICER5107323
MANNING, THOMAS JAMES IVPRESIDENT, CEO5182531
PODYMA, LIDIA ANETAPRINCIPAL FINANCIAL OFFICER5764487
ROSENBAUM, DANIEL PHILIPCHAIRMAN OF THE BOARD2797995

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Advisor's working at RBC CMA LTD

PC

Patrick Clarke

RR
CRD#: 1888745
Location:
New York, NY 10281
Company:
RBC CMA LTD
Disclosures:
Experience:
37 years
View Profile
AK

Andrey Kutser

RR
CRD#: 5956468
Location:
New York, NY 10281
Company:
RBC CMA LTD
Disclosures:
Experience:
9 years
View Profile
SA

Steven Amanullah

RR
CRD#: 6097193
Location:
Stamford, CT 06901
Company:
RBC CMA LTD
Disclosures:
Experience:
9 years
View Profile
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