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Katherine Kosior-pajazetovic

Investment adviser representative at RBC Capital Markets, LLC
14 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

14 years in the industry.

  1. RBC Capital Markets, LLCJan 2022 to now
  2. UBS Financial Services Inc.Mar 2020 to Jan 2022
  3. Defrank Mccluskey & Kopp, LLCJan 2018 to Mar 2020
  4. Degrado Halkovich, LLCAug 2016 to May 2017
  5. Rutgers UniversitySep 2014 to Jan 2018
  6. Precision Custom Coatings, LLCJun 2012 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NJ, NY).

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
7236220
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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