RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
13yrs
Daniel Sandoval
Financial advisor at RBC Capital Markets
Daniel Sandoval is a fiduciary financial advisor in Beverly Hills, California, with 13 years in the industry. Daniel joined RBC Capital Markets in 2018, 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 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office9465 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212
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
- 2018 – nowRBC Capital Markets, LLCCurrent firm
Contact Daniel
(212) 858-7000Firm headquarters in New York, NY. Ask for Daniel. 9465 Wilshire Boulevard Suite 700Beverly Hills, CA 90212Office · 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 Sandoval. Daniel works from the Beverly Hills, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. 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
Raymond James & Associates
47yrs
Top 1% by experience in Beverly Hills
Jaffe Asset Management
47yrs
Top 1% by experience in Beverly Hills
Morgan Stanley
47yrs
Top 1% by experience in California
UBS Financial Services
46yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California