Brian Christopher Coatoam
Investment adviser representative at RBC Capital Markets, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$310.4BFirm assets
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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
17 years in the industry.
- City National BankOct 2022 to now
- RBC Capital Markets, LLCAug 2022 to now
- Bank of America, NADec 2009 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2009 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2926028
- Firm CRD
- 31194