Robert Bolling
Robert Bolling is a registered investment advisor at RBC Capital Markets, LLC, based in Wilmington, DE, with 32 years of industry experience. Robert 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
1013 Centre Road, Suite 400, Wilmington, DE, 19805-1265
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business Activities
Robert is involved in several outside business activities, including managing real estate through Windrose Company LLC, serving as a trustee for the Welfare Foundation, and participating on the board of directors for First State Squash. He also serves on a committee for the Quebec Labrador Foundation and is an officer for Route 40 Holdings Inc.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations17 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.