Marcel Jason Tenberge

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

• 04/2005 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK
• 09/2009 → 08/2024
  Bank Of America, Na
  Tulsa, OK
• 08/2024 → Present
  Rbc Capital Markets, Llc
  Beverly Hills, CA

Previous Registrations

• 2005-04-18 → 2024-08-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seal Beach, CA
  San Francisco, CA
  Los Angeles, CA
  San Francisco, CA
  Newport Beach, CA
  Tulsa, OK
  Newport Beach, CA
  Phoenix, AZ
  San Francisco, CA
  Pasadena, CA
• 2002-01-22 → 2005-04-18
  Morgan Stanley Dw Inc.
  Newport Bch, CA

Other Businesses

I*341568 For profit or not for profit: Entity For Profit Name of outside business organization: Larreau Family Trust Investment related: N Address of business: Las Vegas, Nevada, 89183 Nature of business: Position, title, association: ["Other"], Start date of relationship: 12:00:00 AM Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Trustee, Fiduciary Positions I*88851 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: LAKE FOREST, CALIFORNIA 92630 NATURE OF BUSINESS: OTHER,JOINTLY OWNED WITH WIFE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/1/2011 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PERSONAL RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2001-08-16