Merrill
47yrs
Top advisor by experience in Red Bank
39yrs
Gregory Davidson has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Red Bank, New Jersey. Gregory has been with RBC Capital Markets since 2009; before that, Gregory spent seven years at Citigroup Global Markets. 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 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience nationwide
Office328 Newman Springs Road Suite 380, Red Bank, NJ 07701
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.
Career
- 2009 – nowRBC Capital Markets, LLCCurrent firm
- 2002 – 2009Citigroup Global Markets Inc.Previously
Contact Gregory
(212) 858-7000Firm headquarters in New York, NY. Ask for Gregory. 328 Newman Springs Road Suite 380Red Bank, NJ 07701Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Gregory
Tailored to Gregory’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 Gregory
How do I contact Gregory?
Call RBC Capital Markets at (212) 858-7000 and ask for Gregory Davidson. Gregory works from the Red Bank, NJ office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1988, about 39 years. Top 5% by experience nationwide.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gregory 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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