Merrill
47yrs
Top advisor by experience in Indianapolis
22yrs
Daniel Thompson
Full name on record: Daniel Patrick Thompson
Financial advisor at RBC Capital Markets
Daniel Thompson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Indianapolis, Indiana. After ten years at Merrill, Daniel joined RBC Capital Markets in 2014, a firm offering financial planning, investment management, and private fund management. RBC Capital Markets reports being paid through a percentage of assets and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office8888 Keystone Crossing Suite 200, Indianapolis, IN 46240
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowRBC Capital Markets, LLCCurrent firm
- 2004 – 2014MerrillPreviously
Contact Daniel
(212) 858-7000Firm headquarters in New York, NY. Ask for Daniel. 8888 Keystone Crossing Suite 200Indianapolis, IN 46240Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call RBC Capital Markets at (212) 858-7000 and ask for Daniel Thompson. Daniel works from the Indianapolis, IN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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