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Patrick S

Series 63, Series 66

Watertown, NY

RBC Capital Markets

Patrick Signor is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2011 and City National Bank since 2016. Outside of his advisory role, he serves on the boards of several local nonprofit organizations, including the Sacred Heart Foundation and Henry Keep Home, and is an officer of the Rotary Club of Watertown Sunrise. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers advisory programs with tailored strategies based on client risk profiles and integrates a mix of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John N

Series 63, Series 65

Watertown, NY

RBC Capital Markets

John Nuber is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC since 2011, currently based in Watertown, NY. Outside of his advisory role, he serves on the board of directors for a substance abuse rehabilitation facility and contributes to community outreach initiatives at a local medical center. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Donald M

Series 63, Series 65

Watertown, NY

RBC Capital Markets

Donald Musnicki is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Musnicki serves as a voting member on the Board of Directors for Lewis County General Hospital. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Anthony S

Series 66

Watertown, NY

RBC Capital Markets

Anthony Surber is a financial advisor with RBC Capital Markets holding a Series 66 designation and 16 years of industry experience. His career includes roles at City National Bank and Hightower Advisors. Outside of finance, he serves as Operations Director at Family Medicine of Northern New York, where he manages payroll and external relations. RBC Wealth Management, a division of RBC Capital Markets, offers a range of investment advisory programs serving individual, institutional, and nonprofit clients. The firm customizes strategies according to client risk profiles and utilizes a combination of in-house and third-party managers, incorporating tax management and responsible investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Christine H

Series 63, Series 65

Watertown, NY

RBC Capital Markets

Christine Hardy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and three years of industry experience. She has previously worked at KeyBank, Key Investment Services LLC, and JCPenney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Charles M

Series 63, Series 66

Watertown, NY

RBC Capital Markets

Charles Mouaikel is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 66 registrations and three years of industry experience. His prior work includes positions at City National Bank, Accel-KKR, Lincoln International, and RBC Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cyril M

Series 66

Watertown, NY

RBC Capital Markets

Cyril Mouaikel is a financial advisor with RBC Capital Markets in Watertown, NY, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank since 2017. Outside of his advisory role, he serves on the board of the local YMCA and is a committee member for the Sisters of St Joseph, advising them on investment and spending policies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Janet S

Series 63, Series 65

Watertown, NY

RBC Capital Markets

Janet Sears is a financial advisor with RBC Capital Markets in Watertown, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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William T

Series 66

Watertown, NY

RBC Capital Markets

William Tremont is a financial advisor with RBC Capital Markets in Watertown, NY, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mikayla C

Series 66

Watertown, NY

RBC Capital Markets

Mikayla Cipullo is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at SUNY Cortland and experience in the restaurant and retail sectors. She also creates engaging video and live stream content for TikTok Shop, earning affiliate commissions through this activity. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors. The firm offers various advisory programs tailored to clients' risk profiles and investment goals, employing a mix of in-house and third-party managers and providing services such as portfolio management, financial planning, and brokerage.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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