MT
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Marcel Tenberge

24 Years of Experience
Studio City, CA
Broker

Marcel Tenberge is a registered investment advisor at RBC Capital Markets, LLC, based in Studio City, CA, with 24 years of industry experience. Marcel 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

Studio City, CA

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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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Other Business Activities

Marcel is a trustee and fiduciary for the Larreau Family Trust. He also jointly owns personal rental property with his wife, dedicating minimal time annually to this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
August 2024 - Present · 2 yrs 1 mo
RBC Capital Markets, LLC
August 2024 - Present · 2 yrs 1 mo
RBC Capital Markets, LLCBroker
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2005 - August 2024 · 19 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - August 2024 · 19 yrs 4 mos
Morgan Stanley
January 2002 - April 2005 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
July 2001 - April 2005 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Marcel Tenberge - Financial Advisor | TrueAdvisor