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Peter Maiurro

3 Years of Experience
Colorado Springs, CO
Broker

Peter Maiurro is a registered investment advisor at RBC Capital Markets, LLC, based in Colorado Springs, CO, with 3 years of industry experience. Peter 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

102 South Tejon, Suite 460, Colorado Springs, CO, 80903-2278

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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

Peter is the sole manager of Tempus Partners, LLC, used for occasional nonprofit and leadership consulting, dedicating a few hours per week. He also serves on the board of directors for several nonprofit organizations, including the Cultural Office of The Pikes Peak Region, Downtown Partnership of Colorado Springs, Goodwill of Colorado Foundation, PGA REACH Foundation Colorado, and The Boettcher Foundation, dedicating minimal time to each.

Employment History
Current Registrations
RBC Capital Markets, LLC
September 2022 - Present · 3 yrs 8 mos
RBC Capital Markets, LLC
August 2022 - Present · 3 yrs 9 mos
RBC Capital Markets, LLCBroker
August 2022 - Present · 3 yrs 9 mos
State Registrations25 states
AZCACOCTDCFLGAIDINKSMEMIMNMOMTNCNHNMORSDTXUTVAWAWY
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.