Walter Corea is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 24 years of industry experience. Walter 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
1211 Avenue of the Americas, Suite 3300, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is a director on the board of directors for Spanish Woodside SDA Church, a religious organization, since 2018. He spends about 10-20% of his time on Facebook Live broadcasting of sermons and video editing and support.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
TD Ameritrade, INC.Broker
State Registrations17 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.