Matthew Kutner
Matthew Kutner is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 22 years of industry experience. Matthew 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
5355 Town Center Road, Suite 800, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2016Customer Dispute
May 2008Other Business Activities
Matthew is involved with several non-profit and for-profit organizations, including Temple Judea and Banyan Cay Community Development District. His roles range from president to committee member, dedicating minimal time to each.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Herbert J. Sims & CO. INC.Broker
State Registrations29 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.