Brian James Friday

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

• 04/2015 → Present
  Rbc Wealth Management
  Canonsburg, PA
• 09/2019 → 12/2023
  City National Bank
  Canonsburg, PA

Previous Registrations

• 2009-06-01 → 2015-04-24
  Morgan Stanley
  Upper St. Clair, PA
• 2008-05-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Upper St. Clair, PA
• 2002-05-29 → 2007-05-01
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Canonsburg, PA

Other Businesses

NAME OF ENTITY: Spencer Family YMCA; ADDRESS: 305 Church Road, Bethel Park PA 15102; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Social Services Agency; CAPACITY: Other; START DATE: 07/01/2015; DUTIES: Volunteer on Advisory Communications Committee; HOURS DEVOTED PER MONTH: 02; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None;

Exams

• S66 Uniform Combined State Law Examination
  2001-06-07
• S63 Uniform Securities Agent State Law Examination
  1997-04-09

Designations

• Certified Financial Planner