William Grayson
William Grayson is a registered investment advisor at RBC Capital Markets, LLC, based in San Francisco, CA, with 20 years of industry experience. William 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
345 California Street, San Francisco, CA, 94104-2642
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Regulatory History
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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William serves on the board of directors for several organizations including the Presidio Trust, Villa Taverna Club, University of Hawaii Foundation, and National Park Foundation. He also owns and manages a rental property; all activities require minimal time and are not investment-related.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
J.P. Morgan Securities INC.Broker
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
State Registrations30 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.