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Charlotte Grace Stevenson

Rbc Capital Markets, LLC

Wilton, CT

Westport, CT

CRD 7937653

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Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
CT RA APPROVED 2026-01-09
  • TX RA
    APPROVED
    Since 2026-02-03
  • CT RA
    APPROVED
    Since 2026-01-09

Branch Locations

Wilton, CT • United States

285 Riverside Avenue Suite 335, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Westport CT 08/2025 Present
Student Wilton CT 08/2015 05/2025
Unemplyed Wilton CT 05/2025 08/2025
Safergy Westport CT 01/2025 05/2025
Vss Capital Partners Westport CT 06/2023 07/2023
Fizz Media Westport CT 08/2022 08/2023
Moorebloom Lic Ridgefield CT 06/2020 09/2021
Country Club Of Darien Westport CT 05/2022 08/2022
Wake Forest University Intramural Sports Westport CT 02/2022 07/2023
Cannondale Animal Clinic Westport CT 03/2018 08/2018
  • 08/2025 → Present
    Rbc Capital Markets, Llc
    Westport, CT
  • 08/2015 → 05/2025
    Student
    Wilton, CT
  • 05/2025 → 08/2025
    Unemplyed
    Wilton, CT
  • 01/2025 → 05/2025
    Safergy
    Westport, CT
  • 06/2023 → 07/2023
    Vss Capital Partners
    Westport, CT
  • 08/2022 → 08/2023
    Fizz Media
    Westport, CT
  • 06/2020 → 09/2021
    Moorebloom Lic
    Ridgefield, CT
  • 05/2022 → 08/2022
    Country Club Of Darien
    Westport, CT
  • 02/2022 → 07/2023
    Wake Forest University Intramural Sports
    Westport, CT
  • 03/2018 → 08/2018
    Cannondale Animal Clinic
    Westport, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-09
  • S66 Uniform Combined State Law Examination
    2026-01-09
Other Names
  • Charlotte Stevenson

View on SEC IAPD

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