Melanie Folstad
Melanie Folstad is a registered investment advisor at RBC Capital Markets, LLC, based in Chevy Chase, MD, with 28 years of industry experience. Melanie 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
5425 Wisconsin Avenue, Suite 301, Chevy Chase, MD, 20815-3552
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Melanie is involved with several organizations, including the Bethesda Chevy Chase Chamber of Commerce, Community Foundation of Montgomery County, Greater Washington Community Foundation, University of Maryland College of Education Board of Visitors, and St. John's Norwood Parish. She also owns rental property with her husband.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations38 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.