Juliette Andie Maloberti
Investment adviser representative at RBC Capital Markets, LLC
13 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
13 years in the industry.
- RBC Capital Markets, LLCJul 2026 to now
- UBS Financial Services, IncOct 2025 to Jul 2026
- Zero Gravity BrewingJan 2025 to May 2025
- Crunch FitnessOct 2024 to May 2025
- Riverwalk Brewing CompanyMay 2023 to Jul 2025
- AthletaDec 2022 to Jan 2023
- Osteria Peppino PizzeriaMay 2021 to Aug 2023
- Life Is GoodOct 2019 to Mar 2020
- Georgetown Middle High SchoolSep 2013 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8164220
- Firm CRD
- 31194