San Franciso, CA 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
50
Of 3,838 advisors across 404 offices
Location
345 California Street
San Franciso CA 94104-2642
Advisors at this office
50
Advisors at this office
Aimee H
Series 66
San Francisco, CA
RBC Capital Markets
Aimee Hazelwood is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds the Series 66 designation and previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, 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 access to alternative investments and integrated financial services.
George L
Series 66
San Francisco, CA
RBC Capital Markets
George Ly is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Patelco, and Chase Bank. 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 with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.
Nicholas D
Series 63, Series 65
San Franciso, CA
RBC Capital Markets
Nicholas Denicke is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at 280 Securities LLC and BOK Financial Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customizable advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers.
Jennifer S
Series 65, Series 63
San Francisco, CA
RBC Capital Markets
Jennifer Seidler is a financial advisor at RBC Capital Markets with 29 years of industry experience. Prior to joining RBC in 2025, she worked at Commonfund Securities, Inc. and Commonfund OCIO, Inc. from 2013 to 2025. She serves as a member of the finance committee at St Dominic's Catholic Church in San Francisco. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs that incorporate in-house and third-party managers, with options for tax management and responsible-investing screens.
Timothy C
Series 63, Series 65, Series 66
San Francisco, CA
RBC Capital Markets
Timothy Cecchin is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill. Outside of his advisory work, he is involved in residential rental property ownership. 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 with tailored investment strategies, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.
Naing L
CFP®, Series 66
San Francisco, CA
RBC Capital Markets
Naing Lin is a CFP® and holds a Series 66 license, with seven years of experience in the financial services industry. He has worked at RBC Capital Markets since 2023 and previously held roles at First Republic Investment Management, Merrill, and Bank of America. His background also includes time at the University of California, Berkeley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with both discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
Jonas A
Series 63, Series 65
San Francisco, CA
RBC Capital Markets
Jonas Abulencia is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following a nine-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.
William M
Series 63, Series 65
San Francisco, CA
RBC Capital Markets
William Marshall is a financial advisor with RBC Capital Markets based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to his current role, he has worked at City National Bank since 2016 and RBC Capital Markets since 2013. 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 customizable investment strategies and portfolio management services supported by in-house and third-party managers.
Dustin B
Series 66
San Francisco, CA
RBC Capital Markets
Dustin Brown is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 credential and 16 years of industry experience. He previously worked at City National Bank and Stableford Capital LLC. Outside of finance, he serves as an event host for Russian River Brewing Company’s annual release of Pliney the Younger and provides dog care services independently. 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 wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.
Pamela G
Series 66
San Francisco, CA
RBC Capital Markets
Pamela Gomez is a financial advisor with RBC Capital Markets based in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at Bank of America from 2022 to 2024 and Wells Fargo Advisors from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management approaches and affiliated asset managers.
Mary D
Series 63, Series 65
San Francisco, CA
RBC Capital Markets
Mary Dusablon is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining RBC in 2018. Outside of her advisory work, she operates a holistic healing practice specializing in EFT tapping. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.
Justin K
Series 66
San Francisco, CA
RBC Capital Markets
Justin Klueger is a financial advisor at RBC Capital Markets in San Francisco, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at RBC Capital Markets since 2013 and is also employed at City National Bank since 2017. Outside of his advisory role, he owns and operates Pursuit of Time LLC, a business focused on reselling used watches. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and a range of portfolio management and financial planning services.
Thomas S
Series 63, Series 65
San Francisco, CA
RBC Capital Markets
Thomas Schryver is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies and a range of investment options through both in-house and third-party managers.
Linh H
Series 66
San Francisco, CA
RBC Capital Markets
Linh Hoang is a financial advisor at RBC Capital Markets with 17 years of industry experience and holds a Series 66 designation. Prior to joining RBC in 2025, Linh worked at Morgan Stanley Private Bank and Morgan Stanley, as well as Wells Fargo Clearing Services. Outside of advisory work, Linh is involved as a partner in a restaurant, bar, and nightclub business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to client risk profiles. The firm leverages both in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.
Michael C
CFP®, Series 66
San Francisco, CA
RBC Capital Markets
Michael Cox is a CFP® with 11 years of industry experience and is currently with RBC Capital Markets in San Francisco. He previously worked at First Republic Securities Company and First Republic Investment Management for seven years. Outside of his financial advisory role, he operates a sole proprietorship as a dance instructor. 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 multiple advisory programs with tailored investment strategies and a range of portfolio management, financial planning, and brokerage services.
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