Gerard Heymann is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 43 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1211 Avenue of the Americas, Suite 3300, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerard manages money through Pooh LTD LLC, a passive holding company for estate planning purposes, and spends minimal time on it. He also manages an account for estate planning and maintains domestic assets through Doodles Too LLC, dedicating minimal time to this activity as well.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
State Registrations27 states
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