Avi Greenlinger
Avi Greenlinger is a registered investment advisor at RBC Capital Markets, LLC, based in Baltimore, MD, with 22 years of industry experience. Avi 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
2800 Quarry Lake Drive, Suite 260, Baltimore, MD, 21202-3751
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Avi is involved with several organizations, including Jewish Educational Services, Jewish Media and Cultural Education Corporation, and the Jewish Community Federation of Baltimore, primarily in board member roles. Avi also owns multiple rental properties and is a partner in SARY LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations35 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.