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Kira Napolitano

24 Years of Experience
Sewickley, PA
Broker

Kira Napolitano is a registered investment advisor at RBC Capital Markets, LLC, based in Sewickley, PA, with 24 years of industry experience. Kira 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.
March 2014 - December 2017 · 3 yrs 9 mos
UBS Financial Services INC.Broker
October 2013 - December 2017 · 4 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Hefren-Tillotson, INC.Broker
January 2003 - January 2007 · 4 yrs
Ferris, Baker Watts IncorporatedBroker
March 2001 - January 2003 · 1 yr 10 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2000 - April 2001 · 7 mos
Legg Mason Wood Walker, IncorporatedBroker
October 1998 - June 2000 · 1 yr 8 mos
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.