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Taylor Marino

15 Years of Experience
Hunt Valley, MD
Broker

Taylor Marino is a registered investment advisor at RBC Capital Markets, LLC, based in Hunt Valley, MD, with 15 years of industry experience. Taylor 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

225 Schilling Circle, Suite 250, Hunt Valley, MD, 21031-1125

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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.

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Other Business Activities

Taylor is a committee/council member for The Family Tree, a non-profit organization, and volunteers to collect toys and host events. Taylor also owns a beach condo through Marinorupp 27 LLC and serves on the Board of Directors for The Family Tree, dedicating minimal time to these activities.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2010 - Present · 15 yrs 10 mos
RBC Capital Markets, LLC
July 2010 - Present · 16 yrs
RBC Capital Markets, LLCBroker
July 2010 - Present · 16 yrs
State Registrations32 states
AZCACOCTDCDEFLGAIDILMAMDMIMNMONCNHNJNMNVNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Taylor Marino - Financial Advisor | TrueAdvisor