Amy Antonellis is a registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 31 years of industry experience. Amy 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
200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy owns two rental properties, one in New Jersey and one in Arizona, and acts as the landlord. She also works as an independent contractor delivering prescriptions on Saturdays, dedicating minimal time to this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
J. B. Hanauer & CO.Broker
Walnut Street Securities, INC.Broker
Capital Analysts, IncorporatedBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations52 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.