Katie L Meloan
Investment adviser representative at RBC Capital Markets, LLC
26 yearsExperience
3 statesRegistered in
ChFC®Designation
$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
26 years in the industry.
- RBC Capital Markets, LLCOct 2022 to now
- Bank of America, N.A.Jul 2011 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2000 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, 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
- 4403062
- Firm CRD
- 31194