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Lydia Meiying Guo

Investment adviser representative at RBC Capital Markets, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. RBC Capital Markets, LLCSep 2024 to now
  2. Foh Furniture LLCSep 2021 to Aug 2024
  3. UnemployedJun 2021 to Sep 2021
  4. Rice UniversityAug 2020 to May 2021
  5. Rice UniversityAug 2019 to May 2020
  6. University of Texas At DallasMay 2019 to Jul 2019
  7. Rice UniversityAug 2018 to May 2019
  8. University of Texas At DallasMay 2018 to Jul 2018
  9. Rice UniversityAug 2017 to May 2018
  10. Allen High SchoolJan 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7982909
Firm CRD
31194
Advisor's SEC record (opens in a new tab)
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