Philadelphia, PA N. 18th Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$280,746,088,986
ClientsTotal clients
275,938
AdvisorsAdvisors at this office
35
Of 3,839 advisors across 403 offices
Location
130 N. 18th Street, One Logan Square, 17th Floor
Philadelphia PA 19103-6933
Advisors at this office
35
Advisors at this office
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.
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.
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.
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.
Adonika W
Series 66
Philadelphia, PA
RBC Capital Markets
Adonika Watkins is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. She has been with RBC Capital Markets since 2008 and simultaneously serves as an instructor at Temple University, where she teaches a course on investing. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
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 and has prior experience at Morgan Stanley and several hospitality-related companies. 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 various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients' risk profiles and incorporating a mix of in-house and third-party investment managers.
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.
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.
Eric P
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Eric Peterson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, currently associated with City National Bank since 2019. Outside of his advisory role, he is an active owner and treasurer of the Hope Creek Farm Hunting Club in New Jersey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.
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.
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.
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.
Michael B
Series 63, Series 66, Series 65
Philadelphia, PA
RBC Capital Markets
Michael Billiris is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has held positions at SEI Investments Management Corp., JOHCM Funds Distributors, LLC, Foreside Financial Services, LLC, JOHCM (USA) Inc., and Wells Fargo Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies using a blend of in-house and third-party investment managers and various advisory programs.
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.
Damien R
Series 63, Series 65
Philadelphia, PA
RBC Capital Markets
Damien Ramondo is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has worked at Questar Capital Corporation and Allianz Life prior to his current role. Outside of his financial career, he co-owns a vacation rental property with his wife. 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 variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.
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