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Michael Vincent Billiris

Investment adviser representative at RBC Capital Markets, LLC
12 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business

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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

12 years in the industry.

  1. RBC Capital Markets, LLCSep 2025 to now
  2. Sei Investments Management Corp.Apr 2022 to Sep 2025
  3. Johcm Funds Distributors, LLCJul 2021 to Apr 2022
  4. Foreside Financial Services, LLCFeb 2018 to Jul 2021
  5. Johcm (USA) Inc.Jan 2018 to Apr 2022
  6. Wells Fargo Private BankMar 2014 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2022
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

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
5611474
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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