Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
38yrs
Eric James Stephen
Financial advisor at RBC Capital Markets
At a glance
Experience38 years (since 1988)
How that compares ?Top 6% by experience nationwide
Office3000 Atrium Way Suite 500, Mount Laurel, NJ 08054
How the firm is paid ?Percent of assets, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowRBC Capital Markets, LLCCurrent firm
- 2002 – 2009J. B. Hanauer & Co.Previously
Questions to ask Eric
Tailored to Eric’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call RBC Capital Markets at 212-858-7000 and ask for Eric James Stephen. Eric works from the Mount Laurel, NJ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1988, about 38 years. Top 6% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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