Walter Crowell is a registered investment advisor at RBC Capital Markets, LLC, based in Annapolis, MD, with 33 years of industry experience. Walter 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
1906 Towne Centre Blvd, Suite 375, Bldg #4, Annapolis, MD, 21401-3686
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter was a passive owner of Classic Colonial Reproductions LLC from December 2005 to December 2007. He devoted about 10-20% of his time to this activity, outside of trading hours.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations51 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.