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Blake Austin Soto

Investment adviser representative at RBC Securities, Inc.
12 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

12 years in the industry.

  1. RBC Securities, IncJun 2026 to now
  2. Navy Federal Financial Group, LLCOct 2025 to Jun 2026
  3. Navy Federal Investment Services, LLCOct 2025 to Jun 2026
  4. Chipotle Mexican GrillAug 2025 to Dec 2025
  5. Stifel, Nicolaus & Company, IncorporatedApr 2024 to Aug 2025
  6. Burger LoungeApr 2024 to Jan 2025
  7. Chik-fil-aSep 2023 to Jan 2024
  8. Sprott Asset Management USA, Inc.Feb 2022 to Apr 2024
  9. Sprott Global Resource Investments Ltd.Nov 2020 to Apr 2024
  10. UnemployedApr 2020 to Nov 2020
  11. Accredited Debt ReliefJan 2020 to Apr 2020
  12. Premier Food ConceptsJan 2014 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2022

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
7316056
Firm CRD
103705
Advisor's SEC record (opens in a new tab)
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