Benjamin Gerald Dalton

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

• 07/2011 → 05/2025
  Ubs Financial Services
  Boise, ID
• 05/2025 → Present
  Rbc Capital Markets, Llc
  Eagle, ID

Previous Registrations

• 2013-11-18 → 2025-06-09
  Ubs Financial Services Inc.
  Boise, ID

Other Businesses

(1) JAMS PROPERTIES LLC REAL ESTATE INVESTMENT-RELATED JAMS PROPERTIES LLC, 736 HIGH POINT LANE, BOISE, ID 83712 PARTNER 05/2011 START OF RELATIONSHIP WITH LLC 0 HRS PER MONTH DUTIES: NONE (2) NAME OF ENTITY: Dalton Family LLLP ADDRESS: 1735 E Sendero Lane Boise ID 83712 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Mar 10, 2026 CAPACITY: Other DUTIES: Limited partner in a family partnership. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: Dalton Riedel LLC ADDRESS: 1735 E Sendero Lane, Boise, ID 83712 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Mar 12, 2026 CAPACITY: Owner DUTIES: Owns and operates Mountain View RV Park in Boise, ID HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2013-11-18

Other Names

• Benjamin Dalton
• Benjamin G Dalton