Matthew Eric Coopersmith

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

• 10/2018 → 12/2021
  Rbc Capital Markets, Llc
  Florham Park, NJ
• 12/2021 → Present
  Rbc Capital Markets, Llc
  Florham Park, NJ
• 08/2013 → 05/2018
  Quinniapiac University
  Hamden, CT
• 06/2018 → 09/2018
  Unemployed
  Florham Park, NJ
• 11/2022 → Present
  City National Bank
  Florham Park, NJ

Other Businesses

1) NAME OF ENTITY: The Valerie Fund ADDRESS: N/A INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Junior Board Member. CAPACITY: other/ Junior Board members participate in many aspects of The Valerie Fund, including community outreach, event planning, and member recruitment. As a Junior Board START DATE: 02/18/20 DUTIES: Oversee fundraising efforts. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-09-20