Payton Matsui
Investment adviser representative at RBC Capital Markets, LLC
21 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
21 years in the industry.
- RBC Capital Markets, LLCNov 2025 to now
- Apx HockeyAug 2025 to Oct 2025
- Vermillion Wealth ManagementJun 2025 to Aug 2025
- Full Time Student At Augustana UniversityJul 2024 to May 2025
- Full Time EducationAug 2020 to Jun 2024
- Plum Tree SolutionsMay 2018 to Jul 2020
- Full Time StudentSep 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8195024
- Firm CRD
- 31194