Kyle Mitchell Mclaughlin
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$310.4BFirm assets
Are you Kyle Mitchell Mclaughlin? Claim your profile
Contact this firm
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.
- RBC Capital Markets, LLCAug 2024 to now
- Morgan Stanley Private Bank, N.AJan 2015 to Aug 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2024
- Morgan StanleySep 2013 to Aug 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 2614967
- Firm CRD
- 31194