Troy Wheat
Troy Wheat is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 29 years of industry experience. Troy 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
5355 Town Center Road, Suite 800, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2016Other Business Activities
Troy is a check signer for Gringle Doherty and Wheat Commercial Real Estate since 2006, but only when Frank Wheat is unavailable. This activity is not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Cibc Oppenheimer CORP.Broker
Salomon Smith Barney INC.Broker
Chubb Securities CorporationBroker
State Registrations23 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.