Bruce Sandry
Bruce Sandry is a registered investment advisor at RBC Capital Markets, LLC, based in Bettendorf, IA, with 39 years of industry experience. Bruce 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
2308 56th Ave West, Bettendorf, IA, 52722
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Regulatory History (1)
Customer Dispute
September 2022Other Business Activities
Bruce is a director for Quad City Junior Tour, a charitable organization, dedicating minimal time per week. He also serves on the board of directors for Crow Valley Golf Club and The Hamptons HOA, spending minimal time per month on each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American Express Financial Advisors INC.Broker
State Registrations23 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.