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- Custodian
- Broadridge · City National Bank · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-1977
- Office Locations
- 246
Office Locations
About RBC Capital Markets, LLC
RBC Capital Markets, LLC (RBC Wealth Management) provides wealth management and advisory services for individuals and business owners, including financial planning, portfolio construction, retirement planning, tax/estate planning, and insurance solutions. Investment implementation spans ETFs, mutual funds, fixed income, and alternatives, with a notable ETF and public-fund tilt in SMAs. Operates across retail and institutional channels, including Envestnet-supported workflows.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL ADAM CARLESIMO
Chief Compliance Officer, Managing Director
- CRD
- #4718504
- Ownership
- Less than 5%
KRISTEN ELIZABETH ESPENAK
Chief Risk Officer, Managing Director
- CRD
- #5570750
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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DUSTIN DEREK AAMODT
Advisor
- CRD
- #5277691
TIFFANY JACQUELINE AANENSON
Advisor
- CRD
- #6291263
Showing 2 of 6516 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,345,268,053 | $563,496 |
| Non-Discretionary | $75,083,700,851 | $796,906 |
| Total | $310,428,968,904 | $606,459 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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