Chad Sheiner

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

• 02/2020 → Present
  Rbc Capital Markets, Llc
  Colorado Springs, CO
• 07/2018 → 03/2020
  Us Air Force
  Boulder, CO
• 03/2016 → 06/2018
  Us Air Force
  Hill Air Force Base, UT
• 06/2020 → 12/2023
  City National Bank
  Colorado Springs, CO

Other Businesses

1) NAME OF ENTITY: USAFA Business Owners group NOT INVESTMENT RELATED: CAPACITY: Owner/Active START DATE: 05/17/2021 DUTIES: No duties to be performed other than forming a networking group of USAFA alumni HOURS DEVOTED PER MONTH: 01 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None 2) NAME OF ENTITY: Bloom Medical Aesthetics Corp ADDRESS: 13825 W 85th Dr Suite 220, Arvada, CO 80005 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Medical Spa START DATE: 03/15/24 CAPACITY: Other DUTIES: Provide recommendations to my wife (owner) on how much cash the business may want to keep on hand versus distribute as an owner's equity distribution. Be a sounding board for my wife and her ups and downs of owning a business. Have the ability to purchase things if my wife asks me to. My role is very limited due to my high demands as my primary career as a Financial Advisor for RBC. I don't have time or desire to be in the day to day decisions and moreso talk to my wife about strategic decisions. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0.5 3) NAME OF ENTITY: Sailfish Family Property, LLC ADDRESS: 6412 1st Palm Point, St. Pete Beach, FL 33706 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 11.10.21 CAPACITY: Owner DUTIES: We rent the property out at times to pay for the expenses. Outside of that it isn't much of a role. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2020-05-08