DG
DG

David Galardini

21 Years of Experience
Canonsburg, PA
Broker

David Galardini is a registered investment advisor at RBC Capital Markets, LLC, based in Canonsburg, PA, with 21 years of industry experience. David 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

2400 Ansys Drive, Suite 301, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
RBC Capital Markets, LLC
November 2016 - Present · 9 yrs 8 mos
RBC Capital Markets, LLC
November 2016 - Present · 9 yrs 8 mos
RBC Capital Markets, LLCBroker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2009 - November 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - November 2016 · 7 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.
October 2006 - June 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
October 2006 - June 2009 · 2 yrs 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2005 - October 2006 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - October 2006 · 1 yr 7 mos
State Registrations23 states
AZCACODCDEFLHIILINLAMAMDNCNJNYOHPASCSDTXVAWIWV
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.