Robert Dietz is a registered investment advisor at RBC Capital Markets, LLC, based in St. Petersburg, FL, with 42 years of industry experience. Robert 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
100 Second Avenue South, Suite 800, St. Petersburg, FL, 33701-4337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a finance council member at Sacred Heart of Jesus church since 2017, dedicating minimal time. He also serves on the board of directors for the Sacred Heart School Foundation, a Catholic charity, since 2022, spending a few hours per week on scholarship selections and fundraising.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Dain Rauscher IncorporatedBroker
Piper Jaffray INC.Broker
Newhard, Cook & CO. IncorporatedBroker
State Registrations35 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.