Tamela Latrease Robinson
Investment adviser representative at RBC Capital Markets, LLC
14 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
14 years in the industry.
- RBC Capital Markets, LLCSep 2025 to now
- Sofi Securities, LLCJul 2022 to Sep 2025
- Sofi Wealth, LLCJul 2022 to Sep 2025
- Wells Fargo Clearing Services, LLCApr 2021 to Jul 2022
- Morgan StanleyJan 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCDec 2012 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4105909
- Firm CRD
- 31194