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Alexander Leith

48 Years of Experience
Boston, MA
Broker

Alexander Leith is a registered investment advisor at RBC Capital Markets, LLC, based in Boston, MA, with 48 years of industry experience. Alexander 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

53 State Street, Suite 3600, Boston, MA, 02109-1875

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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

Alexander is a director at Dedham Savings Bank, dedicating minimal time to making investment recommendations. He also serves as an officer for the Vintage Sports Car Club of America, spending minimal time in this role.

Employment History
Current Registrations
RBC Capital Markets, LLC
November 2003 - Present · 22 yrs 6 mos
RBC Capital Markets, LLC
March 2002 - Present · 24 yrs 2 mos
RBC Capital Markets, LLCBroker
March 2002 - Present · 24 yrs 2 mos
Previous Registrations
Tucker Anthony IncorporatedBroker
January 1978 - March 2002 · 24 yrs 2 mos
State Registrations37 states
ARAZCACOCTDCDEFLGAHIILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTXVAVTVirgin IslandsWAWI
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.
Alexander Leith - Financial Advisor | TrueAdvisor