Madison Mortimer

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

• 10/2014 → 06/2018
  Jackson National Life Distributors
  Franklin, TN
• 10/2018 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY
• 06/2018 → 10/2018
  Unemployed
  Buffalo, NY
• 04/2019 → 12/2021
  Bank Of America, N.A.
  Buffalo, NY
• 12/2021 → 07/2025
  Fidelity Investments
  Cranberry Tip, PA
• 03/2025 → 07/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Rbc Capital Markets, Llc
  Pittsburgh, PA

Previous Registrations

• 2025-03-31 → 2025-07-03
  Strategic Advisers Llc
  Cranberry Twp, PA
  Cranberry Township, PA
  Boston, MA
• 2022-01-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cranberry Township, PA
• 2019-05-29 → 2021-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-05-28
• S63 Uniform Securities Agent State Law Examination
  2014-12-31

Other Names

• Madison Lynn Georgi
• Madison Georgi
• Madison Mortimer