Irwin Maisner
Irwin Maisner is a registered investment advisor at RBC Capital Markets, LLC, based in Westport, CT, with 42 years of industry experience. Irwin 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
285 Riverside Avenue, Suite 335, Westport, CT, 06880
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Regulatory History (1)
Customer Dispute
July 2018Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
Josephthal & CO., IncorporatedBroker
Ids Marketing CorporationBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.