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Ryan David Whitney

Rbc Capital Markets, LLC

Boise, ID

Boise, ID

CRD 7122650

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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:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-05-29
  • ID RA
    APPROVED
    Since 2025-05-29

Branch Locations

Boise, ID • United States

1111 W Jefferson Street Suite 420, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Boise ID 02/2020 05/2025
Student Thousand Oaks CA 01/2004 05/2021
Rbc Capital Markets, Llc Eagle ID 05/2025 Present
  • 02/2020 → 05/2025
    Ubs
    Boise, ID
  • 01/2004 → 05/2021
    Student
    Thousand Oaks, CA
  • 05/2025 → Present
    Rbc Capital Markets, Llc
    Eagle, ID
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-28
  • S66 Uniform Combined State Law Examination
    2024-05-28
Other Names
  • Ryan David Whitney
  • Ryan Whitney

View on SEC IAPD

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