Brennan Patrick Dunn

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

• 08/2015 → Present
  Rbc Wealth Management
  Baltimore, MD

Other Businesses

As needed on the weekends, I occasionally work for Bill's Seafood's Catering division for their various events. A typical month would consist of 8-12 hours on the weekends, and no hours during securities trading hours. Some of my duties would include food prep, cooking, food running, etc.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30

Designations

• Certified Financial Planner