Matthew Russell Smith

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

• 01/2019 → 01/2020
  Fidelity Investments
  American Fork, UT
• 08/2018 → 12/2018
  Brigham Young University
  Provo, UT
• 04/2018 → 07/2018
  Jack Rubin State Senate Campaign
  Park City, UT
• 09/2017 → 03/2018
  Brigham Young University
  Provo, UT
• 05/2017 → 08/2017
  Vivint.SMarthome
  Rancho Cucamonga, CA
• 02/2017 → 04/2017
  Chip Cookies
  Provo, UT
• 09/2016 → 01/2017
  Brigham Young University
  Provo, UT
• 01/2018 → 03/2018
  Utah State Senate
  Salt Lake City, UT
• 02/2020 → 03/2023
  Goldman Sachs
  Salt Lake City, UT
• 05/2023 → 02/2026
  Ubs Financial Services Inc
  Washington, DC
• 02/2026 → Present
  Rbc Capital Markets, Llc
  New York, NY

Previous Registrations

• 2023-06-13 → 2026-02-10
  Ubs Financial Services Inc.
  Washington, DC
  Bethesda, MD
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-12
• S63 Uniform Securities Agent State Law Examination
  2019-04-15

Other Names

• Matthew Russell Smith
• Matthew Smith