Advisor at RBC Capital Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20037
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Mary Mathias is a financial advisor with RBC Capital Markets in Washington, DC, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including five years at City National Bank and 17 years with RBC Capital Markets. Outside of her advisory role, she occasionally rents condominiums and a beach house to friends and family. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple wrap fee programs. The firm integrates in-house and third-party investment managers with a variety of investment options and features a notable capital-markets presence.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
2100 Pennsylvania Avenue Nw, Suite 810 N
Washington, DC 20037
District of Columbia · Texas
City National Bank
2018 - 2023 (5 years)
Rbc Capital Markets , Llc
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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