Cydney Crampton
Cydney Crampton is a registered investment advisor at RBC Capital Markets, LLC, based in Monterey, CA, with 42 years of industry experience. Cydney 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
4 Lower Ragsdale Drive, Suite 120, Monterey, CA, 93940-7835
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations21 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.