Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michele C
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Michele Christiansen is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.
Timothy B
Series 63, Series 66
Paramus, NJ
RBC Capital Markets
Timothy Brogan is a financial advisor with RBC Capital Markets in Pompton Lakes, NJ, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2019. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to client risk profiles.
Rosa M
CFP®, Series 63
Paramus, NJ
RBC Capital Markets
Rosa Mazzone is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds the CFP® and Series 63 designations. Her work history includes roles at City National Bank and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.
Quong L
Series 66
Paramus, NJ
RBC Capital Markets
Quong Lam is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 12 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ individual risk profiles.
David C
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
David Callot is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work experience includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with both discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing in-house and third-party managers.
Evan L
Series 66
Paramus, NJ
RBC Capital Markets
Evan Levitsky is a financial advisor with RBC Capital Markets in Paramus, NJ, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill, and Lakeland Bank. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, pension plans, corporations, and charities. The firm offers customized portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers.
Patrick G
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Patrick Grady is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at Wells Fargo Clearing from 2008 to 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Chad G
Series 63, Series 66
Paramus, NJ
RBC Capital Markets
Chad Greenholtz is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with RBC Capital Markets since 2013, including a brief period at Janney Montgomery Scott in 2018. He serves on the Board of Directors of the Florida Municipal Bond Club, where he helps organize networking events and promotes professional standards in the municipal bond industry. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and incorporating both in-house and third-party investment managers.
Andrea S
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Andrea Savva is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at City National Bank, Bank of America, N.A., and Merrill prior to her current roles since 2018. Savva is also the owner of Just Footworx Academy LLC, a soccer academy focused on training youth players and coaches. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment solutions.
Jon S
Series 63, Series 66
Paramus, NJ
RBC Capital Markets
Jon Schulz is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 designations. He has 15 years of industry experience, including 13 years at Bank of America and Merrill prior to joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.
Vincent A
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Vincent Albanese is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies, utilizing both in-house and third-party investment managers and providing various options for rebalancing, tax management, and responsible investing.
Crystal R
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Crystal Roger is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies based on each client's risk profile, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Eric S
Series 63, Series 66
Paramus, NJ
RBC Capital Markets
Eric Shell is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.
George F
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
George Feneis is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at City National Bank, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Thomas B
Series 63, Series 66
Paramus, NJ
RBC Capital Markets
Thomas Braun is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies according to client risk profiles.
Anthony C
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Anthony Cristiano is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years. Cristiano serves on the board of directors for the Jersey City Medical Center Foundation, assisting with fundraising and events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual, institutional, corporate, and charitable clients through tailored investment strategies and multiple advisory programs that include portfolio management and financial planning. The firm integrates in-house and third-party managers and offers specialized features such as tax management and responsible-investing options.
Joseph P
Series 63, Series 65
Paramus, NJ
RBC Capital Markets
Joseph Palermo is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining RBC in 2020. He is a member of the Board of Directors for a townhouse community association in Hawthorne, NJ. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters