M Sunday is a registered investment advisor at RBC Capital Markets, LLC, based in Portland, ME, with 26 years of industry experience. M 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
Two Portland Square, 5th Floor, Portland, ME, 04101-4088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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M owns Tasteful Things, a specialty foods business, and dedicates about 10-20% of his time to budgeting and marketing oversight. M is also a committee member for Carroll County YMCA/Camp Huckins, reviewing investment policy with minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations31 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.