Julie Mary Perrella

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

• 10/2021 → Present
  Rbc Capital Markets, Llc
  Wayzata, MN
• 08/2018 → 10/2018
  Best Properties
  Boca Raton, FL
• 03/2019 → 10/2020
  Dentalle
  Boca Raton, FL
• 07/2014 → 08/2018
  Unemployed
  Boca Raton, FL
• 10/2018 → 03/2019
  Unemployed
  Boca Raton, FL
• 10/2020 → 06/2021
  Unemployed
  Boca Raton, FL
• 06/2021 → 10/2021
  Unemployed
  Maple Grove, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01

Other Names

• Julie Mary Anderson
• Julie Mary Anderson
• Julie M Perrella