Cheyenne, WY West 17th Street Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,831

Across 408 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), institutional clients, pension and profit‑sharing plans, corporations, and charitable organizations. It offers multiple wrap fee advisory programs—RBC Advisor, Portfolio Focus, RBC Unified Portfolio, Consulting Solutions, and a Managed Account Program—providing discretionary and non‑discretionary portfolio management, financial planning, custody, and brokerage services.

The firm tailors strategies to each client’s Advisory Risk Profile and implements portfolios through a mix of in‑house and third‑party Investment Managers, Model Providers, and an Overlay Manager (either RBC WM or Envestnet), with choices for rebalancing frequency, tax‑management, and responsible‑investing screens. Program accounts are administered as unified or sleeve‑based structures (RBC UP) and may include fund share‑class conversions, cash sweep options, and alternative investments or annuities as described in the brochure.

RBC’s capital‑markets footprint and affiliated capabilities are notable features: RBC Capital Markets is registered with the CFTC as a futures commission merchant and as a swap firm, the firm’s affiliated asset managers (for example, RBC GAM – U.S. and RBC Rochdale) serve as Investment Managers and Model Providers, and the firm makes alternative investments (including feeder‑fund structures) and pooled vehicles available to clients. The brochure also discloses municipal‑related activities and regulatory matters and describes integrated lending and cash‑sweep arrangements with affiliated banks, all of which are identified as potential conflicts and are disclosed in the firm’s materials.

Based on RBC Capital Markets

Expertise

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

Based on RBC Capital Markets

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on RBC Capital Markets

Demographic focus

Approaching retirement HENRY (High Earners, Not Rich Yet)

Based on RBC Capital Markets

Location

200 West 17th Street, Suite 100

Cheyenne WY 82001-4595

Advisors at this office

8

Advisors at this office

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Joseph M

Series 63, Series 65

Cheyenne, WY

RBC Capital Markets

Joseph Marek is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of his advisory role, he has served on nonprofit and community boards, including the Laramie County Library Foundation and local homeowners and property management associations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers, offering 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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Cassandra D

Series 66

Cheyenne, WY

RBC Capital Markets

Cassandra Driver is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Wealth Management since 2004. 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 various advisory programs with tailored investment strategies and a range of portfolio management and financial planning 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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Jacqueline G

ChFC®, Series 63, Series 66

Cheyenne, WY

RBC Capital Markets

Jacqueline Georgio is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with RBC Capital Markets since 2008. Jacqueline has also worked at Park University for 13 years. Outside of finance, she owns a pet walking service and sells Scentsy products as an independent consultant. 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 customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

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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Cade C

Series 66

Cheyenne, WY

RBC Capital Markets

Cade Campbell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Waggoner Financial, LPL Financial, and Royal Bank of Canada - US Wealth Management. Outside of his advisory role, he is a minority shareholder in Futuristic Flatwork & Framing LLC, a construction business. 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 a mix 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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Brendan A

Series 66

Cheyenne, WY

RBC Capital Markets

Brendan Ames 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 NuovoRE, the U.S. Senate, the City of Cheyenne, and Coldwell Banker - The Property Exchange. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies 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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Bryan P

Series 66

Cheyenne, WY

RBC Capital Markets

Bryan Pedersen is a financial advisor at RBC Capital Markets with a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience with City National Bank beginning in 2019. Outside of his advisory role, he serves on several nonprofit and community boards in Wyoming, including the Wyoming Mixed Martial Arts Commission, Cheyenne Chamber of Commerce, and the Cheyenne Regional Medical Center. He and his wife developed an app to help families search for Wyoming-based scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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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Diane W

Series 63, Series 65

Cheyenne, WY

RBC Capital Markets

Diane White is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

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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Peter K

Series 63, Series 66

Cheyenne, WY

RBC Capital Markets

Peter Kline is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with City National Bank since 2019 and with RBC Capital Markets since 2016, and previously spent two years at Fidelity. Kline serves as a board member of the Boys and Girls Club of Cheyenne, where he participates in event planning and membership activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs, 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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