EF
EF

Edmund Foster

30 Years of Experience
Sewickley, PA
Broker

Edmund Foster is a registered investment advisor at RBC Capital Markets, LLC, based in Sewickley, PA, with 30 years of industry experience. Edmund 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

1605 Carmody Court, Suite 200, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
November 2017 - Present · 8 yrs 6 mos
RBC Capital Markets, LLC
November 2017 - Present · 8 yrs 6 mos
RBC Capital Markets, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
December 2012 - December 2017 · 5 yrs
UBS Financial Services INC.Broker
April 2009 - December 2017 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
December 2000 - May 2009 · 8 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
December 1995 - January 2001 · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
December 1995 - January 2001 · 5 yrs 1 mo
State Registrations23 states
ARAZCACOCTDCFLGAINMAMDMINCNVNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Edmund Foster - Financial Advisor | TrueAdvisor