Samuel Martello
Samuel Martello is a registered investment advisor at RBC Capital Markets, LLC, based in Westlake, OH, with 39 years of industry experience. Samuel 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
2 Equity Way, Suite 200, Westlake, OH, 44145
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2001Customer Dispute
July 2000Other Business Activities
Samuel is a guest speaker at Baldwin Wallace University, presenting on finance to Physician's Assistant students. He also serves as Co-Chair of A Celebration of Hope Annual Event for the Alzheimer's Association, dedicating a few hours per week to this role.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Mcdonald & Company Securities, 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.