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Dustin Daniel Poretskin

Investment adviser representative at RBC Capital Markets, LLC
18 yearsExperience
2 statesRegistered 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

18 years in the industry.

  1. City National BankOct 2017 to now
  2. RBC Capital Markets, LLCAug 2006 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2006

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
5079525
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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