Alexandra Grace Goodelman
Investment adviser representative at RBC Capital Markets, LLC
12 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
12 years in the industry.
- City National BankFeb 2025 to now
- RBC Capital Markets, LLCSep 2022 to now
- UBS Financial Services incOct 2021 to Sep 2022
- Goldman Sachs & Co. LLCJan 2021 to Sep 2021
- The Ayco Company, L.p./mercer AlliedJun 2018 to Jan 2021
- AflacMay 2017 to Sep 2017
- Hartwick CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 6971051
- Firm CRD
- 31194