Reno, NV Kietzke Lane Office

Team
Updated today
RBC Capital Markets logo

RBC Capital Markets

Institution

Firm-wide stats for RBC Capital Markets

Total advisors

3,831

Across 408 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

5310 Kietzke Lane, Suite 201

Reno NV 89511-2044

Advisors at this office

18

Advisors at this office

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Timothy H

Series 63, Series 65

Reno, NV

RBC Capital Markets

Timothy Humes is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he is involved in recreational ranch properties and serves as a director for the Nevada Wildlife Record Book Foundation. 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 tailored investment strategies through multiple advisory programs and utilizes a combination of in-house and third-party investment managers to implement client portfolios.

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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Robert H

Series 66

Reno, NV

RBC Capital Markets

Robert Hill is a Series 66-licensed financial advisor with RBC Capital Markets in Reno, NV, where he has worked since 2013. He has 12 years of industry experience. 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 various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of 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)
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Clifford I

CFA®, ChFC®, Series 66

Reno, NV

RBC Capital Markets

Clifford Iubelt is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the CFA®, ChFC®, and Series 66 designations. Prior to his current role, he worked at Bank of America and Merrill Lynch. 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 various wrap fee advisory programs with tailored investment strategies and a range of 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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Paul C

Series 63, Series 65

Reno, NV

RBC Capital Markets

Paul Comcowich is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. Outside of advising, he is a partner in a bar business in Leadville, Colorado, with limited involvement in its operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs employing both in-house and third-party managers to tailor investment strategies according to clients’ 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)
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Rizza H

Series 66

Reno, NV

RBC Capital Markets

Rizza Hopkins is a financial advisor with RBC Capital Markets, LLC in Reno, NV, holding a Series 66 designation and nine years of industry experience. Hopkins has been with RBC Capital Markets since 2016. 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 customizable portfolio management and financial planning 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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Grace A

Series 66

Reno, NV

RBC Capital Markets

Grace Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2020. Prior to this, she held various roles including work with the U.S. House of Representatives for Nevada Congressman Mark Amodei. 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.

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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Kimberlie Lynn J

Series 63, Series 66

Reno, NV

RBC Capital Markets

Kimberlie Lynn Jones is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously spent 10 years with Merrill. 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 multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers and model 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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Steven A

Series 63, Series 65

Reno, NV

RBC Capital Markets

Steven Anderson is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has previously worked at Merrill and City National Bank. Anderson serves on the board of directors for multiple nonprofit organizations, including the Economic Development Authority of Northern Nevada, Reno Christian Fellowship, and Eddy House, and is an officer in the Truckee Meadow Toastmasters speaking group. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored investment strategies through a range of advisory programs, combining in-house and third-party managers with various portfolio management options.

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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Jacob A

Series 66

Reno, NV

RBC Capital Markets

Jacob Anderson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he worked at the Legislative Counsel Bureau and has experience in media and the food and beverage sectors. 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 that incorporate in-house and third-party managers, tax management, and responsible investing options.

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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Shelley J

Series 66

Reno, NV

RBC Capital Markets

Shelley Johnson is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2009, following three years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, with strategies tailored to each client’s 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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Anthony B

Series 63, Series 65

Reno, NV

RBC Capital Markets

Anthony Barbash is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked at RBC Capital Markets since 2010, concurrently serving at City National Bank since 2018. 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 tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform and integrated advisory 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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Lance N

Series 66

Reno, NV

RBC Capital Markets

Lance Newlin is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, with a prior five-year tenure at City National Bank. Outside of his advisory role, he serves as an advisor to The Party Market, a retail party store, working there on Sundays. 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 various internal and external managers, supported by integrated capital markets and asset management 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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Norman S

Series 63, Series 66

Reno, NV

RBC Capital Markets

Norman Sarafian is a financial advisor at RBC Capital Markets with 52 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes City National Bank since 2018, alongside his ongoing tenure at RBC Capital Markets beginning in 2009. Outside of his advisory role, he serves on the Board of Directors for the Pasadena City College Educational Foundation and assists in providing information for a biography of his father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored portfolio management and advisory services through various programs, leveraging both in-house and third-party investment managers and emphasizing customizable strategies based on client 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)
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Robin B

Series 66

Reno, NV

RBC Capital Markets

Robin Brunson is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 license and 12 years of industry experience. Prior to joining RBC and City National Bank in 2019, Brunson worked at Bank of America and Merrill from 2014 to 2019. Outside of advising, Brunson is a partner in a horse business, handling books and contributing cash, and also manages rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles and incorporates 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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Joseph S

Series 66

Reno, NV

RBC Capital Markets

Joseph Sunseri is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at RBC Capital Markets since 2022 and had prior experience at UBS Financial Services Inc. from 2020 to 2022. He also has a background that includes time at the University of San Diego. 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 advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and asset management 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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