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Miles Tyler Green

Investment adviser representative at RBC Capital Markets, LLC
18 yearsExperience
6 statesRegistered in
CFADesignation
$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

18 years in the industry.

  1. City National BankApr 2018 to now
  2. RBC Capital Markets, LLCFeb 2004 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 6 states (AL, CA, FL, NC, TX, VA).

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
3047829
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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