Robert Liddy Zolper
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$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
10 years in the industry.
- RBC Capital Markets, LLCSep 2026 to now
- Raymond James & Associates, Inc.Feb 2022 to Aug 2026
- Consolidated Electrical DistributorsMar 2021 to Feb 2022
- JP Morgan Securities LLCJun 2019 to Feb 2021
- JP Morgan Chase BankApr 2019 to Feb 2021
- UnemployedDec 2018 to Apr 2019
- The University of the SouthAug 2018 to Dec 2018
- JP Morgan Chase BankJun 2018 to Aug 2018
- The University of the SouthAug 2017 to May 2018
- Raymond James FinancialJun 2017 to Jul 2017
- The University of the SouthJan 2017 to May 2017
- Raymond James FinancialJun 2016 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6666023
- Firm CRD
- 31194