Kurtis L Munoz
Investment adviser representative at RBC Securities, Inc.
13 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
13 years in the industry.
- RBC Securities, IncJan 2026 to now
- Raymond James & Associates, Inc.Mar 2023 to Dec 2025
- Morgan Stanley Smith Barney LLCMay 2022 to Mar 2023
- UnemployedSep 2021 to May 2022
- University of California, IrvineSep 2020 to Sep 2021
- Smart and FinalAug 2020 to Aug 2020
- University of California, IrvineMar 2020 to Aug 2020
- Pizza HutOct 2019 to Mar 2020
- University of California, IrvineSep 2018 to Oct 2019
- Pizza HutJul 2018 to Sep 2018
- University of California, IrvineSep 2017 to Jul 2018
- Palos Verdes Peninsula HighschoolFeb 2017 to Sep 2017
- Fowler and Moore InteriorsNov 2016 to Feb 2017
- Palos Verdes Peninsula HighschoolSep 2013 to Nov 2016
Exams passed
- 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
- 7528255
- Firm CRD
- 103705