Robert B Palazzo
Investment adviser representative at RBC Capital Markets, LLC
12 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
12 years in the industry.
- RBC Capital Markets LLC.Feb 2020 to now
- Bank of America, N.A.Jul 2019 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Feb 2020
- The Van Loan School of Business At Endicott CollegeJun 2018 to Jun 2019
- Dicks Sporting GoodsMar 2018 to Mar 2019
- Horvath & TremblaySep 2017 to Dec 2017
- Riverside Investments LLCMay 2016 to Aug 2017
- Endicott CollegeApr 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6657286
- Firm CRD
- 31194