Melanie Mcumber Folstad

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

• 01/2014 → Present
  Rbc Capital Markets, Llc
  Chevy Chase, MD
• 09/2016 → Present
  City National Bank
  Chevy Chase, MD

Previous Registrations

• 2008-10-31 → 2014-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 2007-04-27 → 2008-11-07
  Ubs Financial Services Inc.
  Bethesda, MD
• 2006-01-03 → 2007-04-02
  Tiaa-Cref Individual & Institutional Services, Llc
  Washington, DC
  Washington, DC

Other Businesses

(1) BETHESDA CHEVY CHASE CHAMBER OF COMMERCE; ADDRESS: 7910 WOODMONT AVE STE 1204 BETHESDA, MD 20814; BUSINESS DESCRIPTION: MEMBERSHIP ORGANIZATION; NOT INVESTMENT RELATED; START DATE: 09/01/2013; CAPACITY: OFFICER, BOARD OF DIRECTORS; DUTIES: ATTEND BOARD MEETINGS, PARTICIPATE IN EVENTS; HOURS DEVOTED PER WEEK: 1; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: 1 (2) COMMUNITY FOUNDATION OF MONTGOMERY COUNTY; ADDRESS: 8720 GEORGIA AVENUE SUITE 202, SILVER SPRING, MARYLAND 20910; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: COMMUNITY FOUNDATION; CAPACITY: COMMITTEE/COUNCIL MEMBER (NOT ASSOCIATED WITH THE BOARD OF DIRECTORS; START DATE: 05/01/2019; DUTIES: VICE CHAIR (2 YEARS) & CHAIR (2 YEARS) FOR ADVISORY COMMITTEE FOR LOCAL COMMUNITY FOUNDATION; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (3) Name of Business/Entity: In Home Rental Address: 4620 Hunt Avenue Chevy Chase MD 20815 Business is not Investment Related: Business Description: Rental Capacity: Other State Date: 08/01/2019 Duties: My husband and I own a home with an in-law suite. A friend will be staying in the suite and will pay us a monthly rent Hours Devoted per month: 1 Hour Hours Devoted during securities hours per month: 0 (4) NAME OF ENTITY: Greater Washington Community Foundation ADDRESS: 1325 G Street NW #480 Washington DC 20005 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Non-Profit Organization CAPACITY: Board of Directors START DATE: 03/31/2021 DUTIES: Board member - reviewing programs and providing guidance organization's strategy HOURS DEVOTED PER MONTH: 02 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 02 (5)NAME OF ENTITY: University of Maryland College of Education Board of Visitors; ADDRESS: University of Maryland Benjamin Bldg. 3942 Campus Drive College Park MD 20742; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Board of Visitors; CAPACITY: Committee/Council Member (not associated with the Board of Directors); START DATE: 06/01/2021; DUTIES: Promote strategic goals of the college and raise awareness in the community; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; 6) NAME OF ENTITY: St. John's Norwood Parish ADDRESS: 7601 Wisconsin Avenue Chevy Chase MD 20815 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Episcopal Church CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 06/01/23 DUTIES reviewing and recommending social justice initiative of the congregation HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 7) NAME OF ENTITY: St John's Norwood Parish Investment Committee ADDRESS: 6701 Wisconsin Ave Chevy Chase MD 20815 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Episcopal Church. CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 01/01/2024 DUTIES: Establish investment policy statement and monitor account in accordance to that statement. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1 8) NAME OF ENTITY: Catholic Charities ADDRESS: 924 G Street NW Washington DC 20001 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Social Service Organization START DATE: 02.01.24 CAPACITY: Other DUTIES: Assist low income families with income tax returns HOURS DEVOTED PER MONTH: 8 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2005-10-20
• S63 Uniform Securities Agent State Law Examination
  1998-04-08

Other Names

• Melanie Beth Folstad