Janney Montgomery Scott
43yrs
Top advisor by experience in Bel Air
33yrs
Patrick Pollard has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Bel Air, Maryland. After 22 years at Merrill, Patrick joined RBC Capital Markets in 2024, a firm offering financial planning, investment management, and private fund management. Patrick holds the CFP® designation.
One of 137 advisors with offices in Bel Air, and one of 131 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 8% by experience in Bel Air
OfficeBel Air, MD
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.
Career
- 2024 – nowRBC Capital Markets, LLCCurrent firm
- 2002 – 2024MerrillPreviously
Contact Patrick
Bel Air, MDOffice · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbusIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Pollard. Patrick works from the Bel Air, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1993, about 33 years. Top 8% by experience in Bel Air.
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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