Anthony Georgeadis
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, LLCDec 2025 to now
- UBS Financial Services inc.Jun 2023 to Dec 2025
- UBS Financial Services incMay 2022 to Aug 2022
- Everett Golf and Country ClubMay 2021 to Jul 2021
- University of ArizonaAug 2020 to May 2023
- Stocker FarmsOct 2018 to Nov 2018
- Everett Community CollegeSep 2017 to Jun 2020
- Grace Academy High SchoolSep 2017 to Jun 2020
- King's High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, WA).
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
- 7543812
- Firm CRD
- 31194