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Corbin Chevaux

Advisor at RBC Capital Markets

Updated today

Location

York, PA 17403

Credentials

Series 66

Industry experience

5 years

About

Corbin Chevaux is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and RKL eSolutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Client services

Based on RBC Capital Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds

Expertise

Based on RBC Capital Markets

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Based on RBC Capital Markets

Executive Founder/Business Owner Retired Financial Professional

Demographic focus

Based on RBC Capital Markets

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client

Percentage

$0 - $25,000: $25,000+:

Other

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)

Location

912 South George Street, First Floor

York, PA 17403

Most active in

Pennsylvania · Texas

Work history

RBC Capital Markets

2024 - Present (2 years)

Equitable Advisors

2020 - 2024 (4 years)

RKL eSolutions

2019 - 2019 (1 year)

Shippensburg University Recreation Center

2018 - 2020 (2 years)

The Wolf Organization

2018 - 2018 (1 year)

The Outdoor Country Club

2017 - 2017 (1 year)

Shippensburg University

2016 - 2020 (4 years)

Round the Clock Diner

2015 - 2016 (1 year)

Central York High School

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy Income planning Active portfolio management Tax-loss harvesting Engineering Professional
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College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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Mark Y

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York, PA

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Wealth management General retirement planning General tax planning Doctor or Medical Professional
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York, PA

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Options & derivatives strategies
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