Elias Pery
Elias Pery is a registered investment advisor at RBC Capital Markets, LLC, based in Chadds Ford, PA, with 45 years of industry experience. Elias 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
1 Dickinson Drive, Suite 100, Chadds Ford, PA, 19317-9665
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2003Customer Dispute
October 1998Customer Dispute
October 1994Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
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Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
State Registrations18 states
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.