Aidan Cavallini
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- City National BankJun 2022 to now
- RBC Capital Markets, LLCApr 2022 to now
- Morgan StanleyOct 2020 to Apr 2022
- Morgan Stanley Private Bank, N.AOct 2020 to Apr 2022
- Keybanc Capital Markets Inc.Jul 2019 to Aug 2020
- NAMay 2019 to Jul 2019
- Keybanc Capital Markets Inc.Jun 2018 to Aug 2018
- University of Wisconsin-madisonAug 2017 to May 2019
- Phoenix Investment AdviserJul 2017 to Aug 2017
- NAMay 2017 to Jul 2017
- University of Wisconsin-madisonJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6519414
- Firm CRD
- 31194