Jonathan Mark Scheriff

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

• 02/2016 → 04/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 02/2016 → 04/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2022 → 04/2024
  Morgan Stanley Private Bank, N.A.
  Charleston, SC
• 04/2017 → 04/2022
  Morgan Stanley Private Bank, N.A.
  Melville, NY
• 04/2024 → Present
  Rbc Capital Markets, Llc
  Charleston, SC

Previous Registrations

• 2016-03-09 → 2024-04-25
  Morgan Stanley
  Melville, NY
  Garden City, NY
  Garden City, NY
  Jericho, NY
  Great Neck, NY
  Hauppauge, NY
  Port Jefferson, NY
  Riverhead, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Charleston, SC
  Charleston, SC
  Purchase, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-19