Morgan Stanley
47yrs
Top advisor by experience in Mequon
3yrs
Patrick McGraw
Financial advisor at RBC Capital Markets
Patrick McGraw has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Mequon, Wisconsin. Patrick joined RBC Capital Markets in 2024, 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 215 advisors with offices in Mequon, and one of 198 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeNewport Square Building 10528 N. Port Washington Road, Mequon, WI 53092
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
- 2024 – nowRBC Capital Markets, LLCCurrent firm
Contact Patrick
(212) 858-7000Firm headquarters in New York, NY. Ask for Patrick. Newport Square Building 10528 N. Port Washington RoadMequon, WI 53092Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Patrick
How do I contact Patrick?
Call RBC Capital Markets at (212) 858-7000 and ask for Patrick McGraw. Patrick works from the Mequon, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick 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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