ND
ND

Nicholas Durso

17 Years of Experience
Vienna, VA
Broker

Nicholas Durso is a registered investment advisor at RBC Capital Markets, LLC, based in Vienna, VA, with 17 years of industry experience. Nicholas 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

8010 Towers Crescent Drive, 4th Floor, Vienna, VA, 22182

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Nicholas is a board member and Learn to Play (LTP) Director for the Reston Raiders Hockey Club, a non-profit youth hockey club. He dedicates a few hours per week to fiduciary oversight and management of the LTP program.

Employment History
Current Registrations
RBC Capital Markets, LLC
March 2023 - Present · 3 yrs 2 mos
RBC Capital Markets, LLC
March 2023 - Present · 3 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Truist Advisory Services, INC.
September 2016 - March 2023 · 6 yrs 6 mos
Suntrust Investment Services, INC.
March 2016 - December 2016 · 9 mos
Truist Investment Services, INC.Broker
February 2016 - March 2023 · 7 yrs 1 mo
Suntrust Investment Services, INC.
February 2016 - March 2016 · 1 mo
PNC Investments
September 2014 - March 2016 · 1 yr 6 mos
PNC InvestmentsBroker
September 2014 - March 2016 · 1 yr 6 mos
PNC Investments
March 2013 - August 2014 · 1 yr 5 mos
PNC InvestmentsBroker
January 2013 - August 2014 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - December 2012 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - December 2012 · 1 yr 10 mos
Suntrust Investment Services, INC.
July 2010 - January 2011 · 6 mos
Suntrust Investment Services, INC.Broker
July 2010 - January 2011 · 6 mos
Bb&t Investment Services, INC.
April 2010 - July 2010 · 3 mos
Bb&t Investment Services, INC.Broker
January 2010 - July 2010 · 6 mos
LPL Financial CorporationBroker
May 2008 - January 2010 · 1 yr 8 mos
Ifmg Securities, INC.Broker
January 2008 - May 2008 · 4 mos
State Registrations32 states
AZCACOCTDCDEFLGAIAILINKYMAMDMEMNNCNHNJNVNYOHORPASCTNTXUTVAVTWAWV
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.
Nicholas Durso - Financial Advisor | TrueAdvisor