Aleksandra Carrillo
Investment adviser representative at RBC Securities, Inc.
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
Are you Aleksandra Carrillo? Claim your profile
Contact this firm
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
11 years in the industry.
- RBC Securities, IncApr 2026 to now
- City National Securities, Inc.Jul 2025 to now
- Newport Beach TennisApr 2025 to Jun 2025
- Nylife Securities LLCApr 2024 to Feb 2025
- New York Life Insurance CoSep 2023 to Feb 2025
- Bryman & ApelianJul 2022 to Nov 2023
- UcsbJun 2018 to Sep 2022
- Taft High SchoolJan 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7808875
- Firm CRD
- 103705