TG
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Tammy Graybill

29 Years of Experience
Sewickley, PA
Broker

Tammy Graybill is a registered investment advisor at RBC Capital Markets, LLC, based in Sewickley, PA, with 29 years of industry experience. Tammy 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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Other Business Activities

Tammy is an independent consultant for Arbonne, purchasing skincare products for personal use. She also serves as treasurer for Old Gilkeson Townhomes HOA and is an independent contractor for Melaleuca, Inc., a wellness company, primarily purchasing products for personal use, dedicating minimal time to each activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2015 - Present · 11 yrs 1 mo
RBC Capital Markets, LLC
June 2015 - Present · 11 yrs 1 mo
RBC Capital Markets, LLCBroker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - June 2015 · 6 yrs
Morgan StanleyBroker
June 2009 - June 2015 · 6 yrs
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
September 1996 - June 2009 · 12 yrs 9 mos
State Registrations6 states
CAFLNJNYOHPA
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.
Tammy Graybill - Financial Advisor | TrueAdvisor