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Rishi Raj

Investment adviser representative at RBC Private Counsel (USA) Inc.
11 yearsExperience
1 stateRegistered in
$7.9BFirm assets
28 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. RBC Wealth Management Financial Services IncApr 2017 to now
  2. RBC Private Counsel (USA) Inc.Sep 2016 to now
  3. RBC Dominion Securities IncSep 2015 to now

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

RBC Private Counsel (USA) Inc.

$7.9BAssets managed
5,967Clients
306Advisers
28 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
7323544
Firm CRD
109648
Advisor's SEC record (opens in a new tab)
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