Marc Pasquariello-Williams
Marc Pasquariello-Williams is a registered investment advisor at RBC Capital Markets, LLC, based in Denver, CO, with 26 years of industry experience. Marc 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
1801 California Street, Suite 3900, Denver, CO, 80202-5822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marc is a sole proprietor of Last Second Stringing, a tennis racquet stringing business, dedicating minimal time. He also serves on the board of directors and as a committee/council member for EPIC, a non-profit focused on early childhood education, spending minimal time. Marc is also a managing member of Gabphie, LLC, which holds a home for his daughter.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations28 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.