John Gerold
John Gerold is a registered investment advisor at RBC Capital Markets, LLC, based in Chevy Chase, MD, with 32 years of industry experience. John 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
5425 Wisconsin Avenue, Suite 301, Chevy Chase, MD, 20815-3552
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
John is involved in several outside business activities. These include owning an interior design business (PJ Designs), rental properties (LHL, two rental houses), a lacrosse program (LAX4LIFE), and serving as a committee member for Old Dominion University's business school; all activities require minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
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.