RM
RM

Robyn Miller

25 Years of Experience
New York, NY
Broker

Robyn Miller is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 25 years of industry experience. Robyn 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

200 Vesey St., New York, NY, 10281

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
December 2019 - Present · 6 yrs 7 mos
RBC Capital Markets, LLCBroker
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
American Enterprise Investment Services INC.Broker
March 2017 - December 2019 · 2 yrs 9 mos
Ameriprise Financial Services, INC.
January 2014 - December 2019 · 5 yrs 11 mos
Ameriprise Financial Services, INC.Broker
December 2003 - December 2019 · 16 yrs
Ids Life Insurance CompanyBroker
December 2003 - July 2006 · 2 yrs 7 mos
Berger Distributors LLCBroker
February 2001 - December 2002 · 1 yr 10 mos
Janus Distributors, INC.Broker
September 1999 - January 2001 · 1 yr 4 mos
State Registrations1 state
MN
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.