Red Bank, NJ Newman Springs Road 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
18
Of 3,839 advisors across 403 offices
Location
328 Newman Springs Road, Suite 380
Red Bank NJ 07701-5687
Advisors at this office
18
Advisors at this office
Jason D
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Jason Delgado is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for 11 years. Delgado is based in Red Bank, NJ. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with options for rebalancing, tax management, and responsible investing.
Aine T
Series 66
Red Bank, NJ
RBC Capital Markets
Aine Tomasso is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and City National Bank. Outside of her advisory role, she is the owner of a private company unrelated to investments. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles.
Christine L
Series 63, Series 65
Red Bank, NJ
RBC Capital Markets
Christine Laspina is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Darren L
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Darren Lehrman is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at City National Bank and RBC Capital Markets over the past decade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.
Marygrace G
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Marygrace Guastella is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes a lengthy tenure at RBC Capital Markets LLC and a brief period at UBS Financial Services Inc. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Steven D
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Steven Dimino Jr. is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at RBC Capital Markets since 2013 and also has experience with City National Bank from 2021 to the present. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.
Christopher A
CFP®, Series 63, Series 65
Red Bank, NJ
RBC Capital Markets
Christopher Andreach is a CFP® professional with 31 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, UBS Financial Services, and RBC/City National Bank. He serves as a board member of the Monmouth Arts Council of Red Bank, where he participates in event organization and strategic planning for the foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party managers to meet client objectives.
Marc M
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Marc Mcallister is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes positions at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
Paul U
Series 66
Red Bank, NJ
RBC Capital Markets
Paul Ulanich is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding a Series 66 designation and 26 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring tailored investment strategies implemented through a mix of in-house and third-party managers, with options for tax management and responsible investing.
Gregory D
Series 63, Series 65
Red Bank, NJ
RBC Capital Markets
Gregory Davidson is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2009 as well as City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers, offering integrated solutions including tax management and responsible investing options.
Christopher O
Series 66
Red Bank, NJ
RBC Capital Markets
Christopher Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining RBC Capital Markets and City National Bank in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.
Jonathan B
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Jonathan Bruschi is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to client risk profiles through a combination of in-house and third-party managers.
Matthew L
Series 63, Series 66
Red Bank, NJ
RBC Capital Markets
Matthew Lane is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client advisory risk profiles.
Jeffrey B
Series 63, Series 65
Red Bank, NJ
RBC Capital Markets
Jeffrey Ball is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.
William B
Series 66
Red Bank, NJ
RBC Capital Markets
William Barnek is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services utilizing both in-house and third-party investment managers.
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