Anthony Polimeni
Anthony Polimeni is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 35 years of industry experience. Anthony 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
5355 Town Center Road, Suite 800, Boca Raton, FL, 33486
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Regulatory History (1)
Customer Dispute
March 1999Other Business Activities
Anthony is involved in real estate investments through Big Sky Real Estate Investments LLC since 2011. He also owns 50 East Main Street LLC to help his mother-in-law with housing expenses and serves on the finance committee for Saint John Paul II Academy, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Prudential Securities IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
First Choice Securities CORP.Broker
State Registrations53 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.