Bruce Allen Lewin
Investment adviser representative at RBC Capital Markets, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- RBC Capital Markets, LLCOct 2023 to now
- Elite Financial ManagementApr 2021 to Oct 2023
- Raymond James Financial Services Advisors, Inc.Apr 2020 to Oct 2023
- Raymond James Financial Services, Inc.Apr 2020 to Oct 2023
- B.riley Wealth Management, Inc.Aug 2018 to Apr 2020
- 360 Wealth Management, LLCMar 2013 to Aug 2018
- LPL Financial LLCDec 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (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
- 2753178
- Firm CRD
- 31194