AG
CFP
AG
CFP

Aaron Gabrielian

16 Years of Experience
Broker

Aaron Gabrielian is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Easton, MD, with 16 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

30 Goldsborough Street, Suite 200, Easton, MD, 21601-3120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron owns rental properties through AMG Properties, LLC and another property on Rockville Pike. He also serves on the board of directors for the Mid-Shore Community Foundation and the Chesapeake Bay organization, and is a committee member for UM Shore Regional Health, dedicating minimal time to these activities.

Employment History
Current Registrations
RBC Capital Markets, LLC
March 2015 - Present · 11 yrs 1 mo
RBC Capital Markets, LLC
March 2015 - Present · 11 yrs 1 mo
RBC Capital Markets, LLCBroker
March 2015 - Present · 11 yrs 1 mo
Previous Registrations
M Holdings Securities, INC.Broker
December 2012 - March 2015 · 2 yrs 3 mos
Mfp Strategies
November 2012 - March 2015 · 2 yrs 4 mos
Morgan Stanley
October 2009 - November 2012 · 3 yrs 1 mo
Morgan StanleyBroker
September 2009 - November 2012 · 3 yrs 2 mos
State Registrations34 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.