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Paula Kirejevas

30 Years of Experience
Florham Park, NJ
Broker

Paula Kirejevas is a registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 30 years of industry experience. Paula 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

200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
November 2014 - Present · 11 yrs 8 mos
RBC Capital Markets, LLC
November 2014 - Present · 11 yrs 8 mos
RBC Capital Markets, LLCBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
June 2009 - November 2014 · 5 yrs 5 mos
Oppenheimer & CO. INC.
June 2009 - November 2014 · 5 yrs 5 mos
UBS Financial Services INC.
June 2008 - July 2009 · 1 yr 1 mo
UBS Financial Services INC.Broker
October 2007 - July 2009 · 1 yr 9 mos
Bny Investment Center INC.Broker
December 2005 - August 2006 · 8 mos
Assent LLCBroker
February 2004 - December 2005 · 1 yr 10 mos
Ndb Capital Markets, LPBroker
May 1993 - June 2002 · 9 yrs 1 mo
State Registrations35 states
ALARAZCACOCTDEFLGAHIIAIDILINKYMAMDMEMIMOMSNCNJNMNVNYOHORPAPRRISCTXVAWA
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.
Paula Kirejevas - Financial Advisor | TrueAdvisor