Judith Taras
Judith Taras is a registered investment advisor at RBC Capital Markets, LLC, based in Wellesley Hills, MA, with 31 years of industry experience. Judith 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
57 River Street, Suite 102, Wellesley Hills, MA, 02481-2050
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Regulatory History (1)
Customer Dispute
March 2005Other Business Activities
Judith serves on the Board of Directors for Vineyard Havens, a 501C3 organization providing support for cancer patients. She dedicates minimal time to promoting the mission, connecting others, donating time, and assisting with budgeting.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations27 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.