Margaret H Philbin

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

• 06/2014 → 01/2019
  Morgan Stanley
  New York, NY
• 01/2019 → Present
  Rbc Capital Markets, Llc.
  New York, NY
• 08/2021 → Present
  City National Bank
  New York, NY

Previous Registrations

• 2015-04-09 → 2019-01-22
  Morgan Stanley
  New York, NY

Other Businesses

(1) PHILBIN PROPERTIES, LLC; ADDRESS: PERSONAL RESIDENCE; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: LLC TO PURCHASE RENTAL PROPERTIES OWNED BY MYSELF, MY HUSBAND AND MY SISTER-IN-LAW; CAPACITY: OWNER/PASSIVE; START DATE: 08/23/2017; DUTIES: I AM PASSIVE, MY HUSBAND MANAGES INVESTMENT PROPERTIES; HOURS DEVOTED PER MONTH: 00; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 00; 2) NAME OF ENTITY: Philbin Group LLC ADDRESS: 175 Parkwood Road, Fairfield, CT 06824 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Vending Machines CAPACITY: Other START DATE: 01/20/23 DUTIES: Passive member of LLC, co guarantor HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09

Other Names

• Margaret Hoctor
• Molly Philbin