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David Robert Fowler

RBC Private Counsel (usa) Inc.

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About David Robert Fowler

David Fowler is a registered representative of RBC Private Counsel (usa) Inc. in Richmond Hill, Ontario. David has been in the financial industry since 1983. David has passed the Series 7, Series 9, Series 10, Series 24, and Series 63 exams. David has experience in portfolio management for individuals and selection of other advisors.

Firm Information

David Fowler is currently registered with RBC Private Counsel (usa) Inc.. RBC Private Counsel (USA) Inc. is a registered investment adviser with the SEC, based in TORONTO, ON, Canada. The firm manages approximately $6.83 billion in client assets, primarily for high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. RBC Private Counsel offers portfolio management services for individuals and selection of other advisers. They also participate in wrap fee programs.
RBC Private Counsel (usa) Inc.

155 WELLINGTON STREET WEST, 17TH FLOOR

TORONTO, ON, M5V 3K7

$6.83B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Fowler’s Registration & Firm History

NA

01/31/2018 - Present

RBC Private Counsel (usa) Inc. (Richmond Hill, Ontario )

NA

02/07/2011 - 04/04/2014

STIFEL, NICOLAUS & COMPANY, INCORPORATED (TORONTO, ONTARIO )

NA

10/12/1983 - 02/28/2008

RBC CAPITAL MARKETS CORPORATION (TORONTO )

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Licenses & Designations

BC

Issued 07/12/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/22/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/18/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Robert Fowler.
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