EM
CFP
EM
CFP

Elizaveta Mccartney

20 Years of Experience
Florham Park, NJ
1 DisclosureBroker

Elizaveta Mccartney is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Florham Park, NJ, with 20 years of industry experience. Elizaveta 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

200 Park Avenue, 2nd Floor, Florham Park, NJ, 07932-1026

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History

Regulatory History (1)
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Regulatory
May 2023
Final
Other Business Activities

Elizaveta is an investor in Royal Tern LLC, which owns rental properties, since December 2024. She spends minimal time on this activity.

Employment History
Current Registrations
RBC Capital Markets, LLC
March 2006 - Present · 20 yrs 2 mos
RBC Capital Markets, LLC
March 2006 - Present · 20 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2006 - Present · 20 yrs 2 mos
State Registrations38 states
ARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMOMSNCNHNJNMNVNYOHOKORPASCTNTXUTVAVTWA
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.