Judith Chrisann Taras

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

• 05/2009 → Present
  Rbc Capital Markets, Llc
  Wellesley Hills, MA
• 07/2018 → Present
  City National Bank
  Wellesley Hills, MA

Other Businesses

NAME OF ENTITY: Vineyard Havens ADDRESS: 1 Upland Rd Lexington, MA 02420 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: 501C3- Providing support and assistance for the psychological and respite needs of cancer patients. CAPACITY: Board of Directors * START DATE: 05/18/22 DUTIES: My duties will include promoting the mission, connecting others to the organization, donating my time and assisting with budgeting. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2009-09-30
• S63 Uniform Securities Agent State Law Examination
  1994-06-03

Other Names

• J Chrisann Taras
• Judith Chrisann Taras