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Tatyana Riley

7 Years of Experience
Rockville, MD
Broker

Tatyana Riley is a registered investment advisor at RBC Capital Markets, LLC, based in Rockville, MD, with 7 years of industry experience. Tatyana 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

111 Rockville Pike, Suite 825, Rockville, MD, 20850-5117

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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

Tatyana serves on the Board of Directors for Barnesville School of Arts and Sciences, an independent school, since 2021. She dedicates minimal time to this role, overseeing the school's operations and participating in fundraising.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2018 - Present · 7 yrs 8 mos
RBC Capital Markets, LLCBroker
July 2018 - Present · 7 yrs 10 mos
RBC Capital Markets, LLC
July 2018 - Present · 7 yrs 10 mos
State Registrations37 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMINCNHNJNVNYOHORPARISCTNTXUTVAVTWAWIWV
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.
Tatyana Riley - Financial Advisor | TrueAdvisor