Philadelphia, PA N. 18th Street Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,838

Across 406 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

130 N. 18th Street, One Logan Square, 17th Floor

Philadelphia PA 19103-6933

Advisors at this office

35

Advisors at this office

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Tiffany F

Series 63, Series 65

Philadelphia, PA

RBC Capital Markets

Tiffany Foust is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets since 2008. 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 range of advisory programs with tailored strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers and 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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Erin Z

Series 66

Philadelphia, PA

RBC Capital Markets

Erin Zegar is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019, following four years at Morgan Stanley. Outside of her advisory role, she provides administrative support for a private company. 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 combination 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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Scott C

Series 63, Series 65

Philadelphia, PA

RBC Capital Markets

Scott Ceniccola 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 at RBC Capital Markets since 2008 and City National Bank since 2020. 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 range of advisory programs with customizable investment strategies and a broad array of in-house and third-party portfolio management resources.

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 H

Series 66

Philadelphia, PA

RBC Capital Markets

Patrick Heenan is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2008. 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 multiple wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside discretionary and non-discretionary 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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Adonika W

Series 66

Philadelphia, PA

RBC Capital Markets

Adonika Watkins is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has served as an instructor at Temple University since 2012, teaching a class on investing that focuses on the economic environment and the investment field. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate multiple investment managers and provide 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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Oluseun O

Series 66

Philadelphia, PA

RBC Capital Markets

Oluseun Onitiri is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation. Prior to joining RBC, he had roles at Morgan Stanley and several hospitality and legal firms. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination 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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James C

CFP®, Series 66

Philadelphia, PA

RBC Capital Markets

James Cannon III is a CFP® professional with 18 years of experience, currently affiliated with RBC Capital Markets in Philadelphia, PA. He has worked at RBC Capital Markets since 2014 and also holds a position at City National Bank starting in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, 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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Ann A

Series 63

Philadelphia, PA

RBC Capital Markets

Ann Ade is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. 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 investment strategies implemented through a combination 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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Eric P

Series 63, Series 65

Philadelphia, PA

RBC Capital Markets

Eric Peterson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2019. Outside of his advisory work, he is the active owner and treasurer of Hope Creek Farm Hunting Club, a hunting club and farm in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles 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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Chelsea W

CFP®, Series 66

Philadelphia, PA

RBC Capital Markets

Chelsea Wise is a CFP® professional with seven years of industry experience, currently with RBC Capital Markets since 2023. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2019 to 2023, and at State Farm Insurance from 2015 to 2019. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, 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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Harrison B

CFP®, Series 66

Philadelphia, PA

RBC Capital Markets

Harrison Brown is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with RBC Capital Markets, LLC since 2018. Prior to his current role, he held positions at Horizon Stevedoring, 1847Financial, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and also spent four years at Loyola University Maryland. 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, custody, and brokerage services. The firm employs customized investment strategies through a combination of in-house and third-party managers and provides various account structures and specialized features tailored to clients’ risk profiles and 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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Daniel H

Series 63

Philadelphia, PA

RBC Capital Markets

Daniel Heenan is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds a Series 63 designation and has worked at RBC Capital Markets since 2017, following six years at Oppenheimer & Co. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

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 B

Series 63, Series 66, Series 65

Philadelphia, PA

RBC Capital Markets

Michael Billiris is a financial advisor with RBC Capital Markets in Philadelphia, PA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at SEI Investments Management Corp., JOHCM Funds Distributors, and Wells Fargo Private Bank. RBC Wealth Management serves a diverse range of clients, including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers and tailored 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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Daniel H

CFP®, Series 63, Series 65

Philadelphia, PA

RBC Capital Markets

Daniel Heenan is a Certified Financial Planner (CFP®) with 30 years of experience in the financial industry. He has worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients' risk profiles, 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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Damien R

Series 63, Series 65

Philadelphia, PA

RBC Capital Markets

Damien Ramondo is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Questar Capital Corporation and Allianz Life. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs that combine in-house and third-party investment management with customizable portfolio 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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