MC
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Michele Christiansen

32 Years of Experience
Paramus, NJ
Broker

Michele Christiansen is a registered investment advisor at RBC Capital Markets, LLC, based in Paramus, NJ, with 32 years of industry experience. Michele 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

650 From Road, Suite 225, Paramus, NJ, 07652-3517

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
February 2013 - Present · 13 yrs 3 mos
RBC Capital Markets, LLCBroker
March 2002 - Present · 24 yrs 2 mos
RBC Capital Markets, LLC
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Tucker Anthony IncorporatedBroker
February 2001 - March 2002 · 1 yr 1 mo
Painewebber IncorporatedBroker
March 1999 - January 2001 · 1 yr 10 mos
Biltmore International CorporationBroker
March 1996 - October 1998 · 2 yrs 7 mos
Painewebber IncorporatedBroker
August 1993 - January 1996 · 2 yrs 5 mos
Staten Securities CorporationBroker
April 1993 - August 1993 · 4 mos
Biltmore International CorporationBroker
November 1992 - April 1993 · 5 mos
State Registrations18 states
ALCACOCTDCFLGAIDMANCNJNYPASCTNTXVAVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michele Christiansen - Financial Advisor | TrueAdvisor