Reva Shakkottai
Reva Shakkottai is a registered investment advisor at RBC Capital Markets, LLC, based in Century City, CA, with 24 years of industry experience. Reva 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
1901 Avenue of the Stars, Suite 1400, Century City, CA, 90067-6089
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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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Reva serves on the UCLA Anderson School Alumni Board of Directors, representing the MBA graduating class of 2002. This involves strategic planning and alumni outreach, taking minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Neuberger Berman, LLCBroker
Neuberger Berman, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Sanford C. Bernstein & CO., INC.Broker
State Registrations41 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.