Manhattan Beach, CA Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,834

Across 401 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

Manhattan Beach CA

Advisors at this office

6

Advisors at this office

user avatar

Patricia D

CFP®, Series 63, Series 65

Manhattan Beach, CA

RBC Capital Markets

Patricia Delk is a CFP® with 41 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2008. She is based in Manhattan Beach, CA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is the passive owner of a local bar and grill in Manhattan Beach. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to individual 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)
user avatar

Shannon R

CFP®, Series 63, Series 65

Manhattan Beach, CA

RBC Capital Markets

Shannon Ryan is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding the CFP® designation and boasting 33 years of industry experience. Prior to joining RBC in 2026, Ryan worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, Ryan is the owner of The Heavy Purse LLC, which publishes children's books on financial literacy, and serves as a professor at The American College of Financial Services. Ryan is also an author of a financial education book titled Your Finances Have Feelings and holds a 60% ownership stake in Unstoppable Protective Gear LLC, a sporting gear company. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering tailored portfolio management, financial planning, custody, and brokerage services through a variety of advisory programs. The firm utilizes a combination of in-house and third-party investment managers and provides 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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Patrick S

Series 63, Series 65

Manhattan Beach, CA

RBC Capital Markets

Patrick Severo is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent eight years with City National Bank. He was formerly the owner of a liquor cap dispenser business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a mix of internal and external managers and offers a variety of account structures and alternative investments.

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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Reva S

Series 63, Series 66

Manhattan Beach, CA

RBC Capital Markets

Reva Shakkottai is a financial advisor with RBC Capital Markets in Manhattan Beach, CA, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. She serves on the UCLA Anderson School of Management Alumni Board of Directors as a representative of the MBA graduating class of 2002. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and integrates 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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Kristin C

CFA®, Series 63

Manahattan Beach, CA

RBC Capital Markets

Kristin Coons is a CFA® charterholder with 14 years of experience in the financial industry. She currently works at RBC Capital Markets and RBC Global Asset Management (U.S.) Inc., where she has been employed since 2019. Her prior experience includes roles at PeerStreet and Sentinel Financial Services Company. Outside of her advisory work, she owns rental properties in Oregon and California. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides multiple advisory programs with tailored portfolio management and financial planning services, utilizing 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)
user avatar

Jonathan R

Series 63, Series 65

Manhattan, CA

RBC Capital Markets

Jonathan Resin is a financial advisor with RBC Capital Markets in Manhattan, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2013. Resin serves on the finance committee for Congregation Tikvat Jacob and is a board member of the Quarry Employee Scholarship Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs that combine in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning, custody, 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)
View complete list of advisors at this office
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