Caroline Mckell Crowell

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

• 04/2023 → Present
  Rbc Capital Markets, Llc
  Annapolis, MD
• 08/2014 → 05/2018
  University Of Vermont
  Burlington, VT
• 04/2020 → 12/2021
  Rbc Capital Markets Llc
  Chevy Chase, MD
• 01/2022 → 04/2023
  Agrimark - Cabot
  Waitsfield, VT
• 09/2019 → 03/2020
  Due East Partners
  Ananpolis, MD
• 11/2018 → 05/2019
  Ski Butlers
  Park City, UT
• 05/2018 → 09/2018
  Dockside Restaurant
  Wrightsville Beach, NC
• 06/2019 → 09/2019
  Unemployed
  Annapolis, MD
• 09/2018 → 11/2018
  Vail Resorts
  Bloomfield, CO
• 02/2025 → Present
  City National Bank
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-03-15