Frank Lisboa is a registered investment advisor at RBC Capital Markets, LLC, based in New York, NY, with 8 years of industry experience. Frank 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
1211 Avenue of the Americas, Suite 3300, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is a partner and sole proprietor/owner of Filla, a technology company, since January 2022. He spends minimal time on this activity outside of business hours, focusing on sales/marketing and business development/growth.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations27 states
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