Oxbow Advisors
47yrs
Top advisor by experience in Austin
41yrs
Patrick Easter has worked in the financial industry for 41 years and is a fiduciary financial advisor based in Austin, Texas. Patrick has been with RBC Capital Markets since 2014; before that, Patrick spent five years at Morgan Stanley and 16 years at Citigroup Global Markets. Patrick holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Austin
Office5301 SW Parkway, Building 2 Suite 300, Austin, TX 78735
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowRBC Capital Markets, LLCCurrent firm
- 2009 – 2014Morgan StanleyPreviously
- 1993 – 2009Citigroup Global Markets Inc.Previously
Contact Patrick
5301 SW Parkway, Building 2 Suite 300Austin, TX 78735Office · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call RBC Capital Markets at (212) 858-7000 and ask for Patrick Easter. Patrick works from the Austin, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1985, about 41 years. Top 3% by experience in Austin.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick 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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