Donald Metter
Donald Metter is a registered investment advisor at RBC Capital Markets, LLC, based in Chicago, IL, with 33 years of industry experience. Donald 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
111 S Wacker Drive, Suite 3200, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
February 2009Other Business Activities
Donald owns rental property since September 2018. He spends minimal time on this activity.
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. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLCBroker
Tucker Anthony IncorporatedBroker
Principal Financial Securities,inc.Broker
Dean Witter Reynolds INC.Broker
State Registrations14 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.