MD
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Matthew Depinto

29 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker

Matthew Depinto is a registered investment advisor at RBC Capital Markets, LLC, based in Palm Beach Gardens, FL, with 29 years of industry experience. Matthew 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

3801 Pga Blvd, Suite 801, Palm Beach Gardens, FL, 33410-2757

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History

Regulatory History (1)
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Customer Dispute
October 1998
Closed-No Action
Employment History
Current Registrations
RBC Capital Markets, LLC
November 2014 - Present · 11 yrs 8 mos
RBC Capital Markets, LLC
November 2014 - Present · 11 yrs 8 mos
RBC Capital Markets, LLCBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
February 2006 - November 2014 · 8 yrs 9 mos
J.P. Morgan Securities LLCBroker
September 2005 - November 2014 · 9 yrs 2 mos
RBC Dain Rauscher INC.Broker
March 2002 - September 2005 · 3 yrs 6 mos
Tucker Anthony IncorporatedBroker
September 1996 - March 2002 · 5 yrs 6 mos
State Registrations26 states
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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.
Matthew Depinto - Financial Advisor | TrueAdvisor