Steven Altholtz
Steven Altholtz is a registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 39 years of industry experience. Steven 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
200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 1996Customer Dispute
January 1995Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
J. B. Hanauer & CO.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
Hym Financial, INC.Broker
Financial Northeastern Securities, INC.Broker
Hym Financial, INC.Broker
State Registrations13 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.