Brad Tavano
Advisor at RBC Capital Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at RBC Capital Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27612
Credentials
Series 66
Brad Tavano is a financial advisor at RBC Capital Markets in Raleigh, NC, holding a Series 66 designation and with experience spanning several firms since 2015. His prior roles include positions at Congo Brands, Blue and Co., LLC, and educational institutions such as the University of Louisville and Glastonbury High School. Outside of financial advising, he has involvement with Diamond Pub. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
3800 Glenwood Avenue, Suite 400
Raleigh, NC 27612
North Carolina · Texas
RBC Capital Markets
2025 - Present (1 year)
Congo Brands
2024 - 2025 (1 year)
Blue and Co., LLC
2024 - 2024 (1 year)
Diamond Pub
2022 - 2025 (3 years)
University of Louisville
2021 - 2024 (3 years)
Orchard Hill club
2021 - 2022 (1 year)
Highland Park Market
2020 - 2021 (1 year)
Glastonbury High school
2015 - 2021 (6 years)
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