Edward Brian Murphy

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

• 03/2016 → 08/2025
  Ubs Financial Services Inc.
  San Francisco, CA
• 08/2025 → Present
  Rbc Capital Markets, Llc
  Marin, CA
• 09/2025 → Present
  City National Bank
  Marin, CA

Previous Registrations

• 2016-03-18 → 2025-08-26
  Ubs Financial Services Inc.
  Ross, CA
  San Francisco, CA
  San Francisco, CA
  Mill Valley, CA
  San Anselmo, CA
• 2008-08-25 → 2016-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mill Valley, CA
• 2003-04-14 → 2008-09-08
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-09
• S63 Uniform Securities Agent State Law Examination
  2001-05-09

Designations

• Certified Financial Planner

Other Names

• Ted Murphy