Morgan Stanley
47yrs
Top advisor by experience in New York
13yrs
John Case is a fiduciary financial advisor in New York, New York, with 13 years in the industry. John joined RBC Capital Markets in 2013, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 54% of advisors in New York
Office200 Vesey St., New York, NY 10281
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
- 2013 – nowRBC Capital Markets, LLCCurrent firm
Contact John
(212) 858-7000RBC Capital Markets main office 200 Vesey St.New York, NY 10281Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call RBC Capital Markets at (212) 858-7000 and ask for John Case. John works from the New York, NY office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 13 years. More experience than 54% of advisors in New York.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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