ChooseAFinancialAdvisor.com
Advisors / Ohio / Cincinnati
31yrs

Kyle McLaughlin

Financial advisor at RBC Capital Markets

Based in Cincinnati, Ohio, Kyle McLaughlin is a fiduciary financial advisor with 31 years of industry experience. Kyle has been with RBC Capital Markets since 2024; before that, Kyle spent 11 years at Morgan Stanley and five years at Raymond James & Associates. Kyle’s designations include CFP® and ChFC.

One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.

Cincinnati, OH 45209CFP®ChFCTop 13% by experience in OhioFiduciary advisor

At a glance

Experience31 years (since 1995)
How that compares ?Top 13% by experience in Ohio
Office3825 Edwards Rd. Suite 530, Cincinnati, OH 45209
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®ChFC

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. 2024 – now
  2. 2013 – 2024
    Morgan StanleyPreviously
  3. 2008 – 2013
  4. 2003 – 2008
    Northwestern Mutual Investment Services, LLCPreviously
  5. 2003 – 2007
    Northwestern Mutual Wealth Management CompanyPreviously
  6. 2002 – 2006
    Network Planning Advisors, L.L.C.Previously

Questions to ask Kyle

Tailored to Kyle’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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Kyle

How do I contact Kyle?

Call RBC Capital Markets at (212) 858-7000 and ask for Kyle McLaughlin. Kyle works from the Cincinnati, OH office.

How long has Kyle been a financial advisor?

Kyle has been in the industry since 1995, about 31 years. Top 13% by experience in Ohio.

What licenses does Kyle hold?

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

Is Kyle a fiduciary?

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

How is Kyle paid?

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