Joshua Gray Martin

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

• 06/2021 → 03/2022
  Ubs Financial Services
  Charlotte, NC
• 06/2020 → 05/2021
  Forest Creek Golf Club
  Pinehurst, NC
• 09/2019 → 12/2020
  University Of Nottingham
  Nottingham
• 08/2015 → 05/2019
  University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 06/2019 → 09/2019
  Bowmar Sports
  Wilson, NC
• 04/2022 → Present
  Rbc Capital Markets, Llc
  Raleigh, NC
• 02/2026 → Present
  City National Bank
  Raleigh, NC

Previous Registrations

• 2021-08-30 → 2022-04-04
  Ubs Financial Services Inc.
  Charlotte, NC
  Weehawken, NJ
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-08-30

Designations

• Certified Financial Planner

Other Names

• Joshua Martin