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Naresh Kumar Thakur

Investment adviser representative at RBC Private Counsel (USA) Inc.
15 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

15 years in the industry.

  1. RBC Private Counsel (USA) Inc.May 2021 to now
  2. RBC Dominion Securities Inc.Jan 2018 to now
  3. Royal Mutual Funds Inc./fonds D'investissement Royal Inc.Jan 2011 to Jan 2018

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
7522202
Firm CRD
109648
Advisor's SEC record (opens in a new tab)
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