MI
MI

Melanie Illar

28 Years of Experience
New York, NY
Broker

Melanie Illar is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 28 years of industry experience. Melanie 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
Loading...

Location

1211 Avenue of the Americas, Suite 3300, New York, NY, 10036

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
RBC Capital Markets, LLC
June 2020 - Present · 5 yrs 11 mos
RBC Capital Markets, LLC
June 2020 - Present · 5 yrs 11 mos
RBC Capital Markets, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2012 - June 2020 · 8 yrs 1 mo
UBS Financial Services INC.
May 2012 - June 2020 · 8 yrs 1 mo
Credit Suisse Securities (USA) LLC
August 2006 - May 2012 · 5 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
November 2005 - May 2012 · 6 yrs 6 mos
Advest, INC.Broker
August 2000 - December 2005 · 5 yrs 4 mos
Salomon Smith Barney INC.Broker
March 1999 - July 2000 · 1 yr 4 mos
Advest, INC.Broker
August 1998 - May 1999 · 9 mos
Prudential Securities IncorporatedBroker
July 1997 - July 1998 · 1 yr
State Registrations21 states
ALCACOCTDCFLHIKYLAMAMIMNNCNJNMNYPAUTVAVTWA
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.