Lauren Danielle Greico

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

• 03/2014 → 04/2020
  Fidelity Investments
  Jersey City, NJ
• 11/2020 → 11/2021
  Massmutual Life Insurance Company
  Yorktown Heights, NY
• 12/2020 → 12/2021
  Mml Investors Services, Llc
  Yorktown Heights, NY
• 04/2020 → 11/2020
  Unemployment
  Yorktown Heights, NY
• 03/2022 → Present
  Rbc Capital Markets, Llc
  Harrison, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-03-19
• S65 Uniform Investment Adviser Law Examination
  2002-05-01
• S63 Uniform Securities Agent State Law Examination
  2001-03-03