RB
RB

Robert Boulanger

17 Years of Experience
Nashua, NH
1 DisclosureBroker

Robert Boulanger is a registered investment advisor at RBC Capital Markets, LLC, based in Nashua, NH, with 17 years of industry experience. Robert 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
Loading...

Location

9 Trafalgar Square, Suite 200, Nashua, NH, 03063-1976

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2012
Denied
Other Business Activities

Robert is a passive owner and landlord of rental property since 2013. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2015 - Present · 10 yrs 8 mos
RBC Capital Markets, LLC
September 2015 - Present · 10 yrs 8 mos
RBC Capital Markets, LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Edward Jones
October 2011 - September 2015 · 3 yrs 11 mos
Edward JonesBroker
October 2011 - September 2015 · 3 yrs 11 mos
Oppenheimer & CO. INC.
August 2008 - October 2011 · 3 yrs 2 mos
Oppenheimer & CO. INC.Broker
July 2008 - October 2011 · 3 yrs 3 mos
State Registrations31 states
AZCACOCTDEFLIDINKYMAMDMEMIMNMOMTNCNHNJNMNYOHORRISCTNTXUTVAVTWA
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.
Robert Boulanger - Financial Advisor | TrueAdvisor