Pari Magura is a registered investment advisor at RBC Capital Markets, LLC, based in Conshohocken, PA, with 16 years of industry experience. Pari 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
Six Tower Bridge, 181 Washington Street, Suite 500, Conshohocken, PA, 19428-2000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pari has a 5% ownership in Hashemi Group, LLC, a real estate development company, since 2021, dedicating minimal time. Pari is also the Investment Committee Chair for the Samuel S. Fels Fund, spending a few hours per week reviewing fund strategy, and serves on the Board of Directors for The Philadelphia Foundation, dedicating minimal time. Pari also volunteers as a troop leader for the Girl Scouts, dedicating minimal time.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations30 states
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