Luke T Polak
Investment adviser representative at RBC Capital Markets, LLC
10 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
10 years in the industry.
- RBC Capital Markets, LLCJul 2024 to now
- Raymond James & Associates, Inc.Jun 2023 to Jun 2024
- Money Concept InternationalFeb 2022 to May 2023
- Freedom Boat ClubJul 2021 to Feb 2022
- Scotlynn USAJan 2021 to Jul 2021
- Raptor Bay Golf CourseFeb 2020 to Jan 2021
- Rustys Raw Bar and GrillMar 2019 to Feb 2020
- University Village Student HousingAug 2018 to Mar 2019
- UnemployedAug 2017 to Aug 2018
- Rapids WaterparkApr 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7496058
- Firm CRD
- 31194