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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.
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.
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.
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.
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.
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.
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 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he serves on the board of directors for the local YMCA and is a committee member advising the Sisters of St. Joseph on their investment and spending policies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and incorporates a range of in-house and third-party investment managers and strategies.
Janet S
Series 65, Series 63
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 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, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.
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.
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 work history includes multiple roles at SUNY Cortland and other varied positions prior to joining RBC. Outside of advising, she creates engaging videos and live streams for TikTok Shop, earning affiliate commissions. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through multiple advisory programs and a blend of in-house and third-party investment managers.
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