Jeffrey Peifly
Jeffrey Peifly is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 34 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
200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
July 2000Other Business Activities
Jeffrey is a member of the Board of Trustees for the Morris Museum, a local museum fostering the growth of art, science, theatre, and history. He dedicates minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.