Sean Frelke is a registered investment advisor at RBC Capital Markets, LLC, based in Raleigh, NC, with 20 years of industry experience. Sean 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
3800 Glenwood Avenue, Suite 400, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean is involved in several rental real estate businesses, primarily managing financial affairs and providing direction on financing. He also serves on the finance council for the Basilica of St. Mary and as Treasurer on the Board of Directors for the Downtown Wilmington Rotary Foundation.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations20 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.