BP
BP

Brady Pedler

26 Years of Experience
Sarasota, FL
2 DisclosuresBroker

Brady Pedler is a registered investment advisor at RBC Capital Markets, LLC, based in Sarasota, FL, with 26 years of industry experience. Brady 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

1819 Main Street, Suite 1100, Sarasota, FL, 34236-5999

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2007
Closed-No Action
Customer Dispute
June 1999
Settled
Other Business Activities

Brady owns Four Rents LLC, a rental property business, and dedicates minimal time to it. He also serves as a trustee for the Judy W McMannis Trust and the Eugene E McMannis Trust, and is on the board of directors for Nate's Honor Animal Rescue, dedicating minimal time to each.

Employment History
Current Registrations
RBC Capital Markets, LLC
August 2020 - Present · 5 yrs 9 mos
RBC Capital Markets, LLC
August 2020 - Present · 5 yrs 9 mos
RBC Capital Markets, LLCBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2006 - August 2020 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2006 - August 2020 · 14 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1999 - May 2006 · 6 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1999 - May 2006 · 6 yrs 6 mos
State Registrations38 states
AKALAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMIMNMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWA
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.
Brady Pedler - Financial Advisor | TrueAdvisor