MT
MT

Meir Teichman

2 Years of Experience
Baltimore, MD
Broker

Meir Teichman is a registered investment advisor at RBC Capital Markets, LLC, based in Baltimore, MD, with 2 years of industry experience. Meir 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
Loading...

Location

2800 Quarry Lake Drive, Suite 260, Baltimore, MD, 21202-3751

Get directions

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.

Learn about disclosures →
Other Business Activities

Meir is a partner in a rental property in Baltimore, Maryland, since June 2020. He also serves on the Board of Directors for the Baltimore Zionist District, dedicating minimal time to planning events and spreading awareness for the organization.

Employment History
Current Registrations
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 7 mos
RBC Capital Markets, LLC
October 2024 - Present · 1 yr 7 mos
RBC Capital Markets, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Morgan Stanley
March 2024 - November 2024 · 8 mos
Morgan StanleyBroker
December 2023 - November 2024 · 11 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIIDILINLAMAMDMIMNMOMTNCNJNVNYOHORPARISCTNTXUTVAWAWIWV
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.