Jeffrey Hyman
Jeffrey Hyman is a registered investment advisor at RBC Capital Markets, LLC, based in Naples, FL, with 33 years of industry experience. Jeffrey 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
800 Laurel Oak Drive, Suites 500 & 600, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2012Customer Dispute
May 2005Other Business Activities
Jeffrey is an officer (VP) for the local Naples chapter of Legatus, a charitable organization, since August 2022. He dedicates minimal time to this role, primarily attending monthly meetings and recruiting new members.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Equitable Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Wma Securities, INC.Broker
Mutual Service CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations34 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.