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Advisors / Maryland / Chevy Chase
18yrs

Daniel Slacter

Financial advisor at RBC Capital Markets

Daniel Slacter is a fiduciary financial advisor in Chevy Chase, Maryland, with 18 years in the industry. Daniel joined RBC Capital Markets in 2009, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.

One of 108 advisors with offices in Chevy Chase, and one of 103 fiduciaries.

Chevy Chase, MD 20815Fiduciary advisor

At a glance

Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors in Chevy Chase
Office5425 Wisconsin Avenue Suite 301, Chevy Chase, MD 20815
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2009 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Slacter. Daniel works from the Chevy Chase, MD office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2008, about 18 years. More experience than 55% of advisors in Chevy Chase.

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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