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Zachary Meyers Martin

Investment adviser representative at RBC Capital Markets, LLC
17 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

17 years in the industry.

  1. City National BankOct 2020 to now
  2. RBC Capital Markets, LLCOct 2020 to now
  3. Morgan Stanley Private Bank, N.AAug 2019 to Oct 2020
  4. Morgan StanleyJun 2019 to Oct 2020
  5. Morgan Stanley Smith Barney LLCApr 2019 to Jun 2019
  6. Full-time EducationSep 2018 to Apr 2019
  7. Siemens HealthineersMay 2018 to Aug 2018
  8. Full-time EducationAug 2017 to Apr 2018
  9. Enterprise Rent-a-carMay 2017 to Jul 2017
  10. StudentApr 2009 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7095025
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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