Regan Allison Stanfield
Investment adviser representative at RBC Rochdale, LLC
12 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$73BFirm 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.
- Portfolio management
Experience
12 years in the industry.
- RBC Rochdale, LLCOct 2021 to now
- City National RochdaleNov 2019 to now
- UnemployedJul 2018 to Oct 2019
- Triad Advisors, Inc.Mar 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 6 states (AL, AR, FL, GA, LA, MS).
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
- 4758837
- Firm CRD
- 117198