Daniel Starr
Daniel Starr is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 24 years of industry experience. Daniel 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
1211 Avenue of the Americas, Suite 3300, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business Activities
Daniel is a partner at LStarr Partners LLC, making investment decisions, but spends minimal time on it. He also is a passive owner of Starr Brothers LLC, a holding company, dedicating minimal time to general oversight.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
State Registrations19 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.