Geoffrey Brent
Geoffrey Brent is a registered investment advisor at RBC Capital Markets, LLC, based in Hunt Valley, MD, with 34 years of industry experience. Geoffrey 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
225 Schilling Circle, Suite 250, Hunt Valley, MD, 21031-1125
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2008Customer Dispute
August 1994Other Business Activities
Geoffrey serves on the board of directors for Living Classrooms Foundation, dedicating a few hours per week, and Boys' Latin School, dedicating minimal time. These activities are not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Chapin, Davis & CO., INC.Broker
Painewebber IncorporatedBroker
Baker, Watts & CO.Broker
E. F. Hutton & Company INCBroker
State Registrations39 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.