Frank Dolce is a registered investment advisor at RBC Capital Markets, LLC, based in Chester, NJ, with 36 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
223 Main Street, 2nd Floor, Chester, NJ, 07930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is an advisory board member for Lake Mohawk Golf Club, dedicating minimal time. He is also a passive owner of Subsurface Solution, an environmental consulting business, and a board member for Jerzy Boy Production Inc., an acting employee leasing company, but spends no time on either.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Cardell & Associates, IncorporatedBroker
Anchor National Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations15 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.