Frank Albanese is a registered investment advisor at RBC Capital Markets, LLC, based in Syracuse, NY, with 40 years of industry experience. Frank 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
5786 Widewaters Pkwy, Suite 2, Syracuse, NY, 13214-3500
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Frank serves as power of attorney for his spouse and daughter, dedicating minimal time to each. He also participates in a walking tour video and serves on the board of directors for Tillie's Touch, a charitable foundation.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Mcdonald Investments INC.Broker
Salomon Smith Barney INC.Broker
Putnam Mutual Funds CORP.Broker
Delaware Distributors, L.P.Broker
Lord, Abbett & CO.Broker
Mfs Financial Services, INC.Broker
Massachusetts Financial Services CompanyBroker
Blinder, Robinson & Co.,inc.Broker
First Jersey Securities, INC.Broker
State Registrations53 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.