UBS Financial Services
47yrs
Top 1% by experience in Atlanta
18yrs
Daniel Crews has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Atlanta, Georgia. Daniel has been with RBC Capital Markets since 2019; before that, Daniel spent ten years at Merrill. 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office3550 Lenox Road Suite 1950, Atlanta, GA 30326
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
- 2019 – nowRBC Capital Markets, LLCCurrent firm
- 2009 – 2019MerrillPreviously
Contact Daniel
(212) 858-7000Firm headquarters in New York, NY. Ask for Daniel. 3550 Lenox Road Suite 1950Atlanta, GA 30326Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call RBC Capital Markets at (212) 858-7000 and ask for Daniel Crews. Daniel works from the Atlanta, GA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 18 years. More experience than 55% 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.
Other advisors nearby
Carter, Terry & Company
47yrs
Top advisor by experience at Carter, Terry & Company
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.P. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta