Robert Douglas Foltz
Investment adviser representative at RBC Capital Markets, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- City National BankApr 2022 to now
- RBC Capital Markets, LLCMar 2022 to now
- Bank of America, N.A.May 2011 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2011 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4743026
- Firm CRD
- 31194