Michael Casey Donahue

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

• 12/2011 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
• 03/2012 → 01/2021
  Bank Of America, N.A.
  Toledo, OH
• 01/2022 → Present
  Rbc Capital Markets, Llc
  Toledo, OH
• 01/2022 → Present
  City National Bank
  Toledo, OH

Previous Registrations

• 2011-12-14 → 2022-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
• 2006-02-17 → 2011-12-15
  Edward Jones
  Toledo, OH
• 2005-11-18 → 2006-01-20
  Fifth Third Securities, Inc.
  Toledo, OH
• 1999-08-18 → 2005-05-12
  Ubs Financial Services Inc.
  Toledo, OH

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GRAY HARBOR LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: COLUMBUS, OHIO 43219 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 4/1/2013 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE LLC WILL BE INVESTING IN RENTAL PROPERTIES IN THE COLUMBUS, OH AREA. I WILL HAVE NO MANAGEMENT RESPONSIBILITIES AND WILL ONLY BE ACTING AS AN INVESTOR. I*116874 For profit or not for profit: For-Profit Organization Name of outside business organization: CMF Capital Investment related: N Address of business: Port Clinton, Ohio 43560 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 10/2/2017 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Residential and Commercial property investment. The properties are purchased and then leased. Currently two commercial buildings in Port Clinton, OH. I am an investor only. I do not have any tasks or responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-08
• S63 Uniform Securities Agent State Law Examination
  1992-06-15

Other Names

• Michael C Donahue
• Mic Donahue