RBC Capital Markets
43yrs
Top advisor by experience in Kirkland
18yrs
Based in Kirkland, Washington, David Wright is a fiduciary financial advisor with 18 years of industry experience. David joined RBC Capital Markets in 2026, after a year at Morgan Stanley and nine years at UBS Financial Services. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 297 advisors with offices in Kirkland, and one of 293 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 59% of advisors in Washington
Office3760 Carillon Point, Kirkland, WA 98033
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.
Career
- Apr 2026 – nowRBC Capital Markets, LLCCurrent firm
- Apr 2025 – Apr 2026Morgan StanleyPreviously
- 2016 – 2025UBS Financial Services Inc.Previously
Questions to ask David
Tailored to David’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 David
How do I contact David?
Call RBC Capital Markets at 212-858-7000 and ask for David Wright. David works from the Kirkland, WA office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 18 years. More experience than 59% of advisors in Washington.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David 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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