Rory Robert Greek
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$310.4BFirm assets
Are you Rory Robert Greek? Claim your profile
Contact this firm
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
10 years in the industry.
- City National BankNov 2021 to now
- RBC Capital Markets, LLCOct 2021 to now
- Morgan Stanley Private Bank, N.A.Nov 2016 to Oct 2021
- Morgan StanleyAug 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6665749
- Firm CRD
- 31194