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Advisors / Virginia / Vienna
34yrs

Larry Heuple

Financial advisor at RBC Capital Markets

Larry Heuple is a fiduciary financial advisor in Vienna, Virginia, with 34 years in the industry. Larry joined RBC Capital Markets in 2023, after 14 years at Morgan Stanley and three years at Citigroup Global Markets. Larry holds the CFP® designation.

One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.

Vienna, VA 22182CFP®Top 9% by experience in ViennaFiduciary advisor

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience in Vienna
Office8010 Towers Crescent Drive 4th Floor, Vienna, VA 22182
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.

Designations

CFP®

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. 2023 – now
  2. 2009 – 2023
    Morgan StanleyPreviously
  3. 2006 – 2009
  4. 1997 – 2006
    Legg Mason Wood Walker, IncorporatedPreviously

Questions to ask Larry

Tailored to Larry’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 Larry

How do I contact Larry?

Call RBC Capital Markets at (212) 858-7000 and ask for Larry Heuple. Larry works from the Vienna, VA office.

How long has Larry been a financial advisor?

Larry has been in the industry since 1992, about 34 years. Top 9% by experience in Vienna.

What licenses does Larry hold?

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

Is Larry a fiduciary?

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

How is Larry paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Larry 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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