Rachelle Klise Haysman Carmel

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

• 08/2013 → 09/2016
  Barbri And Georgia State College Of Law
  Atlanta, GA
• 09/2016 → 10/2019
  Suntrust Investment Services, Inc
  Atlanta, GA
• 10/2019 → 09/2023
  Regions Bank
  Atlanta, GA
• 09/2023 → 09/2024
  Bison Wealth, Llc
  Atlanta, GA
• 12/2024 → Present
  Rbc Capital Markets, Llc
  Atlanta, GA

Previous Registrations

• 2024-02-15 → 2024-10-17
  Bison Wealth, Llc
  Atlanta, GA
• 2017-03-20 → 2019-10-02
  Truist Advisory Services, Inc.
  Atlanta, GA
• 2007-04-20 → 2013-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2006-04-13 → 2007-03-22
  Equitable Advisors, Llc
  Columbia, MD
  Columbia, MD

Other Businesses

(1) NAME OF ENTITY: City of Dunwoody Board of Ethics ADDRESS: 4800 Ashford Dunwoody Rd, Dunwoody, 30338 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Sep 16, 2016 CAPACITY: Other DUTIES: Sit on a board to decide if there have been any breaches of ethics for the City of Dunwoody government decision-makers HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Atlanta Estate Planning Council ADDRESS: 1160 Pointclear Place, #1618, Huntsville, 35824 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: May 15, 2022 CAPACITY: Other DUTIES: Networking and CE for Attorneys, CPAs, Trust Advisors, CFPs HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Dunwoody High School PTSO ADDRESS: 5035 Vermack Road, Dunwoody, 30338 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Jul 01, 2024 CAPACITY: Officer, Other DUTIES: Pay bills for the PTSO HOURS DEVOTED PER MONTH: 6 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (4) NAME OF ENTITY: Atlanta Bar Association Inc ADDRESS: PO Box 13424, Atlanta, Georgia 30324-9998 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jul 01, 2024 CAPACITY: Treasurer, Board of Directors DUTIES: Plan events for CLE and networking for the Estate Planning Section of the bar HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-11
• S66 Uniform Combined State Law Examination
  2016-12-22

Designations

• Certified Financial Planner

Other Names

• Rachelle Klise Haysman
• Rachelle Klise Haysman
• Rachelle Klise Carmel
• Rachelle Klise Haysman Carmel