Brian Gerard Delatola

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 → 08/2017
  Datcard Systems
  Irvine, CA
• 10/2017 → 11/2017
  Accountemps
  Irvine, CA
• 11/2017 → 03/2018
  Mattson Resources
  Costa Mesa, CA
• 10/2018 → 10/2023
  Ubs Financial Services
  Newport Beach, CA
• 04/2018 → 09/2018
  Unemployed
  Ca, CA
• 05/2024 → Present
  Rbc Capital Markets, Llc
  Newport Beach, CA
• 10/2023 → 05/2024
  Concord Investment Council Dba Mitchell Anthony
  Irvine, CA

Previous Registrations

• 2019-02-04 → 2023-10-11
  Ubs Financial Services Inc.
  Newport Beach, CA
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-02-04
• S63 Uniform Securities Agent State Law Examination
  2011-06-30

Designations

• Certified Financial Planner

Other Names

• Brian Gerard Delatola
• Brian Delatola