Conshohocken, PA Six Tower Bridge, 181 Washington Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

34

Of 3,839 advisors across 403 offices

Location

Six Tower Bridge, 181 Washington Street, Suite 500

Conshohocken PA 19428-2000

Advisors at this office

34

Advisors at this office

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Barbara B

Series 66

Conshohocken, PA

RBC Capital Markets

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

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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Henry F

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Henry Faragalli III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Janney Montgomery Scott, LLC, returning to RBC Capital Markets in 2025 after an earlier tenure from 2011 to 2017. Outside of his advisory role, he is involved in horse ownership, including buying, selling, and maintaining horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by integrated lending and alternative investment 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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David R

CFP®, Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

David Rankin is a CFP® with 28 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. He previously worked for Janney Montgomery Scott from 2009 to 2020. Outside of his advisory role, Mr. Rankin is a radio host and partner at Marathon Partners, LLC, and serves on the advisory board for The First Tee of Greater Philadelphia, a youth enrichment organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with tailored portfolio strategies implemented through 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

Conshohocken, PA

RBC Capital Markets

Jeffrey Hall is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 designations and over 46 years of industry experience. He has been with RBC Capital Markets since 2009. 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 that provide portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers and tailored strategies based on 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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Timothy P

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Timothy Pippet is a financial advisor at RBC Capital Markets with 20 years of industry experience. He has held positions at J.P. Morgan Securities Inc. and City National Securities prior to joining RBC. He holds Series 63 and Series 65 designations. 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 and integrates discretionary and non-discretionary portfolio management with options for tax management and responsible investing.

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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Pari M

Series 66

Conshohocken, PA

RBC Capital Markets

Pari Magura is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with RBC Capital Markets, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Magura serves as Investment Committee Chair for the Samuel S. Fels Fund, is a board member of The Philadelphia Foundation, and volunteers as a troop leader for the Girl Scouts. 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 variety of wrap fee advisory programs tailored to clients’ risk profiles and employs both in-house and third-party managers to implement customized portfolio 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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Michael C

Series 66

Conshohocken, PA

RBC Capital Markets

Michael Courtney is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding a Series 66 designation and 19 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored 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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Daren R

Series 66

Conshohocken, PA

RBC Capital Markets

Daren Roberts is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and previously worked at BlackRock Investments LLC and The Vanguard Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers options such as tax management and responsible-investing screens.

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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Stuart B

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Stuart Bristow is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients' Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers 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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Robert S

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Robert Salon is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a co-trustee for his daughter and as executor for his father’s estate. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and employs both in-house and third-party managers, supported by a comprehensive set of integrated 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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Scott K

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Scott Karkenny is a financial advisor with RBC Capital Markets in Conshohocken, PA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked at RBC Capital Markets since 2012 and is also associated with City National Bank since 2021. 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 strategies and integrates 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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Alexander R

Series 66

Conshohocken, PA

RBC Capital Markets

Alexander Reber is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he worked at Hartford Funds Distributors and CVS Health. He has an educational background that includes time at the University of Michigan and Malvern Preparatory School. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers 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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Matthew S

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Matthew Salvitti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc. and City National Securities. He serves as a board member for Girls on the Run Philadelphia, a nonprofit organization focused on building confidence and life skills in young girls. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to individual, institutional, and nonprofit clients. The firm employs tailored investment strategies through a combination of in-house and third-party managers, offering a range of program structures and integrated capital markets 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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Sydney S

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Sydney Swarbrick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining RBC, Sydney worked at NYLIFE Securities LLC and New York Life Insurance Company. Sydney also has experience in academic support and hospitality roles at the College of Charleston and the Grand Bohemian Hotel. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management solutions implemented 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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Michael N

Series 63, Series 65

Conshohocken, PA

RBC Capital Markets

Michael Nolan is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 43 years of industry experience. His career includes roles at City National Bank, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of finance, he is the sole proprietor and manager of Little Hollow Farm and serves as a director of the Hearing Health Foundation. RBC Wealth Management, a division of RBC Capital Markets, offers advisory and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored investment strategies through various wrap fee programs, integrating in-house and third-party managers and emphasizing customizable portfolio management features.

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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