Emily A Fennell

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

• 05/2013 → 08/2018
  Gezim Swim Program (Gsp) Guard
  New York, NY
• 05/2013 → 08/2018
  Ag Kitchen (The Restaurant Group)
  New York, NY
• 06/2019 → 06/2021
  Harvest Kitchen And Good Enough To Eat (The Restaurant Group)
  New York, NY
• 06/2020 → 07/2020
  Wealthspire Advisors
  New York, NY
• 07/2021 → 09/2022
  Ubs Financial Services
  Weehawken, NJ
• 08/2017 → 05/2021
  Lehigh University
  Bethlehem, PA
• 01/2011 → 06/2017
  Full-Time Student
  New York, NY
• 10/2022 → 10/2024
  Morgan Stanley
  New York, NY
• 10/2024 → 08/2026
  Rbc Capital Markets, Llc
  Chevy Chase, MD
• 08/2026 → Present
  Suissa Private Wealth, Llc
  North Bethesda, MD

Previous Registrations

• 2022-10-14 → 2024-10-02
  Morgan Stanley
  Purchase, NY
  New York, NY
• 2021-11-04 → 2022-09-21
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-11-04

Designations

• Certified Financial Planner