EC
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Emmanuel Calayag

37 Years of Experience
San Francisco, CA
5 DisclosuresBroker

Emmanuel Calayag is a registered investment advisor at RBC Capital Markets, LLC, based in San Francisco, CA, with 37 years of industry experience. Emmanuel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

345 California Street, San Francisco, CA, 94104-2642

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History

Regulatory History (5)
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Financial
June 2019
Final
Financial
December 2018
Final
Financial
November 2018
Final
Financial
October 2017
Final
Financial
May 2017
Final
Employment History
Current Registrations
RBC Capital Markets, LLC
January 2005 - Present · 21 yrs 4 mos
RBC Capital Markets, LLC
March 2002 - Present · 24 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Sutro & CO. IncorporatedBroker
July 1993 - March 2002 · 8 yrs 8 mos
Lehman Brothers INC.Broker
December 1988 - June 1993 · 4 yrs 6 mos
State Registrations5 states
ARCAMAMTUT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.