Eric Werblow
Eric Werblow is a registered investment advisor at RBC Capital Markets, LLC, based in Norwell, MA, with 38 years of industry experience. Eric 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
80 Washington Street, Building J, Norwell, MA, 02061
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2007Customer Dispute
August 2007Other Business Activities
Eric owns a short-term rental property since 2017 and is a committee member for both Newport Havurah and the Tree & Open Space Commission in Newport, RI. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Advest, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations22 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.