Palm Beach Gardens, FL Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,825

Across 402 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

Palm Beach Gardens FL

Advisors at this office

5

Advisors at this office

user avatar

Matthew K

Series 63, Series 65

Palm Beach Gardens, FL

RBC Capital Markets

Matthew Kutner is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. He serves as president of the board of trustees for Temple Judea and participates on several nonprofit advisory boards focused on charitable and community initiatives. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs, combining in-house and third-party managers with various 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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David M

Series 63, Series 65, Series 66

Palm Beach Gardens, FL

RBC Capital Markets

David Milowe is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses with 34 years of industry experience. He has been with RBC Capital Markets since 2009 and also works at City National Bank. Milowe serves on the board of directors for Jewish Family Service, a social service agency. RBC Wealth Management, part of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, and charitable organizations. The firm employs a tailored investment approach using both in-house and third-party managers, providing comprehensive 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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Jonathan B

Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Jonathan Black is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2010. 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 and tailors investment strategies through a combination of in-house and third-party managers, emphasizing customizable portfolio management and integrated 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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Eric G

Series 65, Series 66

Palm Beach Gardens, FL

RBC Capital Markets

Eric Glasband is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory duties, Glasband serves on the advisory board of Florida Atlantic University’s Charles E. Schmidt College of Medicine and is a member of the Board of Trustees at The Benjamin School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various wrap fee programs, offering discretionary and non-discretionary portfolio management, 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)
user avatar

Alexander S

CFP®, Series 63, Series 65

Palm Beach Gardens, FL

RBC Capital Markets

Alexander Sugar is a CFP® with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory practice, he serves on the boards of trustees for Hillside School and Lawrence Academy, both private educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment programs combining discretionary and non-discretionary management, utilizing a mix of in-house and third-party managers supported by RBC’s capital markets and affiliated 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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