Eric Taylor
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
2 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
13 years in the industry.
- City National BankJan 2023 to now
- RBC Capital Markets, LLCApr 2020 to now
- Bank of America, N.A.Jan 2015 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to Apr 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5020952
- Firm CRD
- 31194