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Tiffany Mondori Ledesma

Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
3 statesRegistered in
$310.4BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. RBC Capital Markets, LLCJun 2025 to now
  2. Oppenheimer & Co. Inc.Mar 2023 to Jun 2025
  3. D.A. Davidson & Co.Nov 2013 to Feb 2023

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 3 states (CA, TX, VI).

RBC Capital Markets, LLC

$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2492522
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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