Evan James Levitsky
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
3 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.
- RBC Capital Markets, LLCJul 2024 to now
- Bank of America, N.A.Jul 2022 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Jul 2024
- Lakeland BankJul 2021 to Jun 2022
- Small Business AdministrationJun 2020 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith, IncJun 2019 to Aug 2019
- M Legacy CapitalMay 2019 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith, IncJun 2018 to Aug 2018
- University of PittsburghAug 2017 to May 2021
- Mahwah High SchoolSep 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, 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
- 6964851
- Firm CRD
- 31194