Greenville, SC N. Main Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

3

Of 3,839 advisors across 404 offices

Location

401 N. Main Street, 2nd Floor

Greenville SC 29601

Advisors at this office

3

Advisors at this office

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Samuel R

Series 66

Greenville, SC

RBC Capital Markets

Samuel Reese III is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2021. Outside of his advisory role, he is involved as an owner in rental property businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through various advisory programs, 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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John S

Series 63, Series 65

Greenville, SC

RBC Capital Markets

John Stephens Jr. is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2009. 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 various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using 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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Stephen H

Series 63, Series 65

Greenville, SC

RBC Capital Markets

Stephen Hall is a financial advisor at RBC Capital Markets with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank from 2017 to 2025. He has been with RBC Capital Markets Corporation, LLC since 2009. 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 advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated 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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