Trent James Mcgoldrick
Investment adviser representative at RBC Capital Markets, LLC
13 yearsExperience
2 statesRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Trent James Mcgoldrick? 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 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
13 years in the industry.
- RBC Capital Markets, LLCApr 2025 to now
- Aligned Real Estate PartnersAug 2024 to Dec 2024
- Independent Insurance BrokerAug 2024 to Dec 2024
- Fidelity InvestmentsMay 2024 to Aug 2024
- University of New HampshireAug 2021 to May 2025
- Fairfield Parks & RecAug 2018 to Aug 2021
- Fairfield Ludlowe HighschoolAug 2017 to May 2021
- Roger Ludlowe Middle SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 8078377
- Firm CRD
- 31194