Patrick Elliott
Patrick Elliott is a registered investment advisor at RBC Capital Markets, LLC, based in Bainbridge Island, WA, with 39 years of industry experience. Patrick 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
175 Parfitt Way Sw, Suite S200, Bainbridge Island, WA, 98110-2582
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2000Customer Dispute
June 1999Other Business Activities
Patrick is a passive owner of A&D Partners LLC, a building development company, and manages a four-unit building for his in-laws, dedicating minimal time to each. He also helps manage a family fourplex rental property.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Dain Rauscher IncorporatedBroker
State Registrations38 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.