Mary Rafferty is a registered investment advisor at RBC Capital Markets, LLC, based in Washington, DC, with 19 years of industry experience. Mary 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
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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
2100 Pennsylvania Avenue Nw, Suite 810N, Washington, DC, 20037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is a passive owner of two rental properties, one in Arlington, VA since 2010 and another in Hilton Head Island, SC since 2021. She also volunteers on the Georgetown Visitation Preparatory School Alumnae Board, dedicating minimal time each month.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations53 states
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