Eric Burt is a registered investment advisor at RBC Capital Markets, LLC, based in Wellesley Hills, MA, with 41 years of industry experience. Eric 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
57 River Street, Suite 102, Wellesley Hills, MA, 02481-2050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric serves as power of attorney and co-trustee for his father, dedicating minimal time to these investment-related activities. He also participates in various non-investment related roles, including board member for an education fund, committee member for a university foundation and a non-profit, and a member of a church committee, each requiring minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Fahnestock & CO., INC.Broker
Fahnestock International INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations28 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.