Talin Shadmany
Investment adviser representative at RBC Securities, Inc.
13 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- RBC Securities, IncSep 2025 to now
- City National Securities, Inc.Sep 2025 to now
- Wells Fargo Clearing Services, LLCSep 2024 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Sep 2024
- Morgan Stanley Smith Barney LLCOct 2021 to Jul 2022
- Bank of America, N.A.Jun 2019 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Oct 2021
- 1st Century BankJan 2019 to Apr 2019
- Wells FargoSep 2013 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 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
- 7140719
- Firm CRD
- 103705