Donald Musnicki
Donald Musnicki is a registered investment advisor at RBC Capital Markets, LLC, based in Watertown, NY, with 37 years of industry experience. Donald 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
19485 US Route 11, Watertown, NY, 13601
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Donald serves as a voting member of the Board of Managers for Lewis County General Hospital, reviewing and approving annual operating budgets. This requires minimal time each week and is not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Tucker Anthony IncorporatedBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Pmg Securities CorporationBroker
Advantage Capital CorporationBroker
Gna Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations45 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.