Emily Glick (CRD# 6901421) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Williamsville, NY | Aug 2018 - Current | 5 |
| Rbc Capital Markets, LLC | Williamsville, NY | Jan 2018 - Current | 6 |
| The Public Theater | New York, NY | May 2017 - Nov 2017 | < 1 |
| Schwab Auditorium | State College, PA | Sep 2016 - May 2017 | < 1 |
| The Pennsylvania State University | State College, PA | Jun 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NY
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
-
Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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