Ann Etergino is a registered investment advisor at RBC Capital Markets, LLC, based in Chevy Chase, MD, with 45 years of industry experience. Ann 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
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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
5425 Wisconsin Avenue, Suite 301, Chevy Chase, MD, 20815-3552
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ann is on the board of directors for several non-profit organizations, including Collegiate Directions, Women for Women, and Martha's Table, and serves on the investment committee for National Cathedral School. She also owns a family cabin property.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Tucker Anthony IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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