Marc Joseph Morais
Investment adviser representative at RBC Private Counsel (USA) Inc.
16 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
16 years in the industry.
- RBC Private Counsel (USA) Inc.Oct 2024 to now
- RBC Dominion Securities Inc.Nov 2017 to now
- RBC Wealth Management Financial Services Inc.Nov 2017 to now
- Sun Life Financial Investment Services (canada) Inc./placementsOct 2010 to Nov 2017
- Sun Life Financial Distributors (canada) Inc.Apr 2010 to Nov 2017
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
- 7941214
- Firm CRD
- 109648