Marc A Desantis

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Upper St. Clair, PA
• 07/2011 → 05/2020
  Bank Of America, N.A.
  Upper St. Clair, PA
• 05/2020 → 08/2023
  Rbc Capital Markets, Llc
  Sewickley, PA
• 05/2020 → 08/2023
  City National Bank
  Sewickley, PA
• 11/2023 → Present
  Rbc Capital Markets, Llc
  Canonsburg, PA
• 12/2023 → Present
  City National Bank
  Canonsburg, PA

Previous Registrations

• 2020-06-10 → 2023-09-15
  Rbc Capital Markets, Llc
  Sewickley, PA
  Los Angeles, CA
  New York, NY
• 2010-03-30 → 2020-05-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Pepper Pike, OH
  Upper Saint Clair, PA
  Princeton, NJ
  Upper Saint Clair, PA
  Upper Saint Clair, PA
  Philadelphia, PA
  Indianapolis, IN
  Indianapolis, IN
  Princeton, NJ
  Clayton, MO
  Indianapolis, IN
  Akron, OH
  Akron, OH
  Upper Saint Clair, PA
  Upper Saint Clair, PA
  Pepper Pike, OH
  New York, NY
  Columbus, OH
• 2009-09-22 → 2009-11-06
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-09-18

Other Names

• Marc Anthony Desantis