Rachel Fitzpatrick
Investment adviser representative at RBC Capital Markets, LLC
13 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
13 years in the industry.
- RBC Capital Markets, LLCApr 2026 to now
- First Citizens Investor ServicesDec 2023 to Apr 2026
- First Citizens BankMar 2023 to Apr 2026
- Svb WealthDec 2022 to Apr 2026
- Cap for KidsSep 2022 to Apr 2026
- Svb Investment Services Inc.Aug 2022 to Dec 2023
- Silicon Valley BankAug 2022 to Mar 2023
- Morgan Stanley Private Bank, N.A.Mar 2020 to Aug 2022
- Morgan Stanley Smith Barney LLCMar 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4255748
- Firm CRD
- 31194