CC
CFP
CC
CFP

Christine Cisco

28 Years of Experience
Williamsville, NY
Broker

Christine Cisco is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Williamsville, NY, with 28 years of industry experience. Christine 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

6225 Sheridan Drive, Suite 318, Williamsville, NY, 14221-4800

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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

Christine is a member of the Rotary Club of Watertown (ended in 2017) and was on the Board of Directors for Samaritan Auxiliary (ended in 2018). She is also a volunteer board member for Child & Family Services, dedicating minimal time to this role.

Employment History
Current Registrations
RBC Capital Markets, LLC
November 2011 - Present · 14 yrs 8 mos
RBC Capital Markets, LLC
November 2011 - Present · 14 yrs 8 mos
RBC Capital Markets, LLCBroker
November 2011 - Present · 14 yrs 8 mos
Previous Registrations
Hsbc Securities (USA) INC.
June 2006 - November 2011 · 5 yrs 5 mos
Hsbc Securities (USA) INC.Broker
January 2005 - November 2011 · 6 yrs 10 mos
Hsbc Brokerage (USA) INC.Broker
July 2001 - January 2005 · 3 yrs 6 mos
MML Investors Services, INC.Broker
February 1998 - July 2001 · 3 yrs 5 mos
State Registrations50 states
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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.