St. Petersburg, FL 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
21
Of 3,838 advisors across 404 offices
Location
100 Second Avenue South, Suite 800
St. Petersburg FL 33701-4337
Advisors at this office
21
Advisors at this office
Terrence H
Series 63, Series 66
St. Petersburg, FL
RBC Capital Markets
Terrence Hornsby Sr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2020, alongside his ongoing role at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.
Stephen S
Series 63, Series 65
St. Petersburg, FL
RBC Capital Markets
Stephen Stapp is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 designations and bringing 40 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, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both internal and third-party managers.
Susan C
Series 63, Series 65
St. Petersburg, FL
RBC Capital Markets
Susan Colaco is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets since 2009. 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 provides various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and offers discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
David H
Series 63, Series 66
St. Petersburg, FL
RBC Capital Markets
David Henwood is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers along with a range of portfolio management options.
Julie F
Series 66
St. Petersburg, FL
RBC Capital Markets
Julie Fisher is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to clients’ Advisory Risk Profiles.
Miles G
CFA®, Series 63, Series 66
St. Petersburg, FL
RBC Capital Markets
Miles Green is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with RBC Capital Markets since 2008 and has worked concurrently at City National Bank since 2018. In addition to his advisory work, he holds a director role for an oil and gas royalty entity inherited from his father, managing related administrative matters. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, employing a mix of in-house and third-party investment managers and emphasizing customizable strategies aligned with client risk profiles.
Joanne G
Series 66
St. Petersburg, FL
RBC Capital Markets
Joanne Germak is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and 27 years of industry experience. She previously worked at Merrill from 2018 to 2022 and Morgan Stanley Smith Barney from 2009 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, 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, along with various portfolio management and financial planning services.
Robert Z
CFA®, Series 63
St. Petersburg, FL
RBC Capital Markets
Robert Zolper is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining RBC Capital Markets in 2026, he worked at Raymond James & Associates and JP Morgan Securities, among other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutional clients, and charitable organizations. The firm offers advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Mary Louise F
Series 66
St. Petersburg, FL
RBC Capital Markets
Mary Louise Ferguson is a financial advisor with RBC Capital Markets in St. Petersburg, FL, holding a Series 66 designation and with 25 years of industry experience. She has been with RBC Capital Markets since 2009 and also works with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients' risk profiles using a mix of in-house and third-party managers.
Ronald M
Series 63, Series 66
St. Petersburg, FL
RBC Capital Markets
Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.
Marshall A
Series 63, Series 65
St. Petersburg, FL
RBC Capital Markets
Marshall Ames is a financial advisor at RBC Capital Markets with 42 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 2018. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.
James O
Series 63, Series 65
St. Petersburg, FL
RBC Capital Markets
James Okun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. 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 with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets and asset management resources.
Conrado A
Series 66
St. Petersburg, FL
RBC Capital Markets
Conrado Asencio Asencio is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at BayFirst National Bank, Amscot Financial, and Liga Municipal Dominicana. 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
John M
CFP®, Series 63, Series 65
St. Petersburg, FL
RBC Capital Markets
John Marino is a CFP®-designated financial advisor at RBC Capital Markets with 35 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. Outside of his advisory work, he volunteers to provide financial education to children and serves as a finance committee member for the Saltaire Owners Association. 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 customized portfolio management and integrates both in-house and third-party investment solutions.
Russ A
Series 63, Series 66
St. Petersburg, FL
RBC Capital Markets
Russ Ames is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at City National Bank and entrepreneurial ventures related to militaria collectibles. 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 featuring tailored portfolio management, financial planning, and custody services, supported by a combination of in-house and third-party investment managers.
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