Juan Carlos Ibanez
Investment adviser representative at RBC Rochdale, LLC
1 yearExperience
1 stateRegistered in
$73BFirm assets
40 yearsFirm in business
Are you Juan Carlos Ibanez? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
1 year in the industry.
- RBC Rochdale, LLCJun 2025 to now
- City National RochdaleJun 2017 to now
- UnemployedApr 2017 to May 2017
- Terra Capital MarketsApr 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 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
- 4668822
- Firm CRD
- 117198