Alexander Davis is a registered investment advisor at RBC Capital Markets, LLC, based in Boston, MA, with 26 years of industry experience. Alexander 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
53 State Street, Suite 3600, Boston, MA, 02109-1875
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander serves on the board of directors for the Newton Athletic Association, a youth recreational basketball league. He dedicates minimal time to this role, ensuring the league serves the community.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Credit Suisse First Boston CorporationBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Painewebber IncorporatedBroker
State Registrations40 states
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