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Skyler Sandry

9 Years of Experience
Bettendorf, IA
Broker

Skyler Sandry is a registered investment advisor at RBC Capital Markets, LLC, based in Bettendorf, IA, with 9 years of industry experience. Skyler 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

2308 56th Ave West, Bettendorf, IA, 52722

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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

Skyler serves on the board of directors for Mississippi Valley FCA of Iowa and is a committee member for Sacred City Church. He also owns SRS Holdings, LLC, an app development company, and Sky Rydes, LLC, a van rental business, dedicating minimal time to each.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2022 - Present · 3 yrs 7 mos
RBC Capital Markets, LLC
October 2022 - Present · 3 yrs 7 mos
RBC Capital Markets, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - October 2022 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - October 2022 · 6 yrs 2 mos
State Registrations35 states
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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.