Lindsay Taylor Hansman
Investment adviser representative at RBC Capital Markets, LLC
11 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
11 years in the industry.
- RBC Capital Markets, LLCJan 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Jan 2025
- First Republic Securities Company, LLCSep 2015 to Sep 2023
- First Republic Investment ManagementApr 2015 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6556293
- Firm CRD
- 31194