Beverly Hills, CA Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

44

Of 3,839 advisors across 402 offices

Location

9465 Wilshire Boulevard, Suite 700

Beverly Hills CA 90212-2351

Advisors at this office

44

Advisors at this office

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Daniel J

Series 63, Series 65

Beverly Hills, CA

RBC Capital Markets

Daniel Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at City National Bank since 2018 and previously spent nearly two decades at Merrill and nine years at Bank of America. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

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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Olga K

Series 66

Beverly Hills, CA

RBC Capital Markets

Olga Kapitskaya is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers a range of investment strategies using both in-house and third-party managers, supported by RBC’s extensive capital-markets 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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Daniel P

Series 66

Beverly Hills, CA

RBC Capital Markets

Daniel Prichard is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank, El Capitan Advisors, and Kayne Anderson Rudnick. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

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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Alexandria H

Series 66

Beverly Hills, CA

RBC Capital Markets

Alexandria Hill is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation. She has prior experience working at Aerospacelab and Northrup Grumman. Alexandria is early in her financial advisory career. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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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Elizabeth J

CFP®, Series 66

Beverly Hills, CA

RBC Capital Markets

Elizabeth Johnston is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2021. Her prior roles include positions at Beacon Pointe Insurance Services, Beacon Pointe Advisors, City National Bank, Bank of America, and Merrill. Outside of her advisory work, she is involved in several personal ventures including acting, operating a motherhood blog, managing an Etsy store specializing in embroidered items, and assisting at a wedding dress salon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

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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Bradley F

Series 66

Beverly Hills, CA

RBC Capital Markets

Bradley Finnigan is a financial advisor at RBC Capital Markets in Beverly Hills, CA, holding a Series 66 credential with 23 years of industry experience. His prior positions include roles at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of the Burbank Youth Basketball Foundation, assisting with fundraising and organization to support the local high school basketball program. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering multiple advisory programs with customized portfolio management and financial planning solutions. The firm utilizes both in-house and third-party investment managers and emphasizes a tailored approach based on each client’s risk profile.

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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Scott S

Series 63, Series 65

Beverly Hills, CA

RBC Capital Markets

Scott Sangerman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with CIty National Bank since 2016 and 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 a range of wrap fee advisory programs with customized portfolio management and financial planning 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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Samantha A

Series 63, Series 65

Beverly Hills, CA

RBC Capital Markets

Samantha Angueira is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining RBC in 2020, she worked at Morgan Stanley for four years. Outside of her advisory role, she is involved in dog walking and sitting as an independent contractor and operates a YouTube channel focused on restaurant reviews and unboxing videos. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management through a combination 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 C

Series 63, Series 66

Beverly Hills, CA

RBC Capital Markets

Anthony Consiglio is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 registrations. His prior experience includes eight years at Merrill and multiple roles at Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized 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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Mark G

Series 66

Beverly Hills, CA

RBC Capital Markets

Mark Grueninger is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at UBS Financial Services for 11 years before joining RBC Capital Markets in 2025. Outside of advising, he is involved as a silent partner or investor in several real estate partnerships. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customized 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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Jeffrey H

Series 63, Series 65

Beverly Hills, CA

RBC Capital Markets

Jeffrey Horn is a financial advisor with RBC Capital Markets and City National Bank, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with RBC Capital Markets since 2009 and City National Bank since 2016. Outside of advisory services, he is an active owner of a private equity investment partnership. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

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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Miles D

Series 65, Series 63

Beverly Hills, CA

RBC Capital Markets

Miles Dismond is a financial advisor at RBC Capital Markets with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Wells Fargo and Hayutin & Associates, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves a broad 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 clients’ Advisory Risk Profiles 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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Jose B

Series 63, Series 66

Beverly Hills, CA

RBC Capital Markets

Jose Becerra is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Stifel Nicolaus & Co Inc, Enterprise Holdings, Inc., Amazon Com Services, The Vanguard Group, Inc., V2 Lighting Group, Inc., and San Jose State University. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through both 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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Luis L

Series 63, Series 66

Beverly Hills, CA

RBC Capital Markets

Luis Luna is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2012. 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 wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

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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Shane M

Series 66

Beverly Hills, CA

RBC Capital Markets

Shane Monaco is a financial advisor with RBC Capital Markets in Beverly Hills, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Oppenheimer and in talent and literary management at Seven Summits Pictures & Management and Authentic Talent & Literary Management. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs with both discretionary and non-discretionary 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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