Nancy Geisler Mcdonald

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

• 06/2013 → 01/2020
  Ubs Financial Services Inc.
  Austin, TX
• 01/2020 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 02/2020 → 04/2025
  Bank Of America, N.A.
  Austin, TX
• 04/2025 → Present
  Rbc Capital Markets, Llc
  Austin, TX

Previous Registrations

• 2020-01-31 → 2025-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX
• 2013-06-10 → 2020-02-11
  Ubs Financial Services Inc.
  Austin, TX
• 2011-01-03 → 2013-06-12
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Austin, TX
  Charlotte, NC
• 2009-04-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2009-04-13

Other Names

• Nancy Ellen Geisler