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Daniela Swesey

Rbc Capital Markets, LLC

Woodway, WA

Edmonds, WA

CRD 8026539

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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
TX RA APPROVED 2025-12-01
WA RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2025-12-01
  • WA RA
    APPROVED
    Since 2025-11-07

Branch Locations

Woodway, WA • United States

303 5Th Avenue South Suite 100, Edmonds, WA 98020-3626 • 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
Rbc Capital Markets, Llc Edmonds WA 01/2025 Present
Dell Roundrock TX 01/2013 11/2016
Eddie Bauer Seattle WA 12/2016 06/2020
Car Toys Seattle WA 06/2020 11/2022
Zulily Seattle WA 12/2022 11/2023
Bytedance Bellevue WA 01/2024 01/2025
  • 01/2025 → Present
    Rbc Capital Markets, Llc
    Edmonds, WA
  • 01/2013 → 11/2016
    Dell
    Roundrock, TX
  • 12/2016 → 06/2020
    Eddie Bauer
    Seattle, WA
  • 06/2020 → 11/2022
    Car Toys
    Seattle, WA
  • 12/2022 → 11/2023
    Zulily
    Seattle, WA
  • 01/2024 → 01/2025
    Bytedance
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
  • S66 Uniform Combined State Law Examination
    2025-11-07
Other Names
  • Daniela Swesey
  • Daniela Lukomski

View on SEC IAPD

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