David Jay Ohanian
Investment adviser representative at RBC Securities, Inc.
13 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
Are you David Jay Ohanian? 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- RBC Securities, IncDec 2017 to now
- City National SecuritiesNov 2017 to now
- Unionbanc Investment ServicesNov 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 2733949
- Firm CRD
- 103705