David Wilson
Investment adviser representative at RBC Rochdale, LLC
13 yearsExperience
1 stateRegistered in
$73BFirm assets
40 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.
- Portfolio management
Experience
13 years in the industry.
- RBC Rochdale, LLCAug 2023 to now
- Cnr Securities, LLCSep 2022 to now
- Wells Fargo Securities, LLCJun 2021 to Aug 2022
- Wells FargoJun 2020 to Aug 2020
- Cappello GlobalJun 2019 to Aug 2019
- Drake Star PartnersOct 2018 to Dec 2018
- University of California Los AngelesSep 2017 to Jun 2021
- Olympian High SchoolSep 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 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
- 7412968
- Firm CRD
- 117198