Patrick Michael Mcgrath

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

• 03/2015 → 11/2025
  Morgan Stanley Smith Barney Llc
  Fargo, ND
• 06/2015 → 11/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2025 → Present
  Rbc Capital Markets, Llc
  Fargo, ND
• 06/2015 → 11/2025
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-05-11 → 2025-12-03
  Morgan Stanley
  Fargo, ND
  Minneapolis, MN

Other Businesses

(1) NAME OF ENTITY: Sons of Norway Kringen Club ADDRESS: 722 2nd Ave N, Fargo, ND 58102 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: Dec 31, 2025 CAPACITY: Board of Directors DUTIES: Current President of the Board, responsible for developing the long-term strategy for the organization. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S66 Uniform Combined State Law Examination
  2015-05-09