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Advisors / Connecticut / Westport
42yrs

Irwin Maisner

Financial advisor at RBC Capital Markets

Based in Westport, Connecticut, Irwin Maisner is a fiduciary financial advisor with 42 years of industry experience. Irwin joined RBC Capital Markets in 2014, after 11 years at Janney Montgomery Scott. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

One of 406 advisors with offices in Westport, and one of 373 fiduciaries.

Westport, CT 06880Top 2% by experience in ConnecticutFiduciary advisor

At a glance

Experience42 years (since 1984)
How that compares ?Top 2% by experience in Connecticut
Office285 Riverside Avenue Suite 335, Westport, CT 06880
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?2 states

Services through RBC Capital Markets

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now
  2. 2003 – 2014

Questions to ask Irwin

Tailored to Irwin’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Irwin

How do I contact Irwin?

Call RBC Capital Markets at (212) 858-7000 and ask for Irwin Maisner. Irwin works from the Westport, CT office.

How long has Irwin been a financial advisor?

Irwin has been in the industry since 1984, about 42 years. Top 2% by experience in Connecticut.

What licenses does Irwin hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Irwin a fiduciary?

Irwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Irwin paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Irwin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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