Heather Elizabeth Peterson

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

• 08/2025 → Present
  Rbc Capital Markets, Llc
  Boston, MA
• 05/2025 → 08/2025
  Cape Cod Five Cents Savings Bank
  Hyannis, MA
• 09/2024 → 05/2025
  Emmanuel College
  Boston, MA
• 05/2024 → 08/2024
  Cape Cod Five Cents Savings Bank
  Hyannis, MA
• 09/2023 → 04/2024
  Emmanuel College
  Boston, MA
• 05/2023 → 08/2023
  Rbc Wealth Management
  Farmington, CT
• 09/2022 → 04/2025
  Emmanuel College
  Boston, MA
• 05/2022 → 07/2022
  Ameriprise Financial Services
  Simsbury, CT
• 09/2017 → 08/2021
  Good Friends Cafe
  Dennis, MA
• 04/2019 → 09/2020
  Sea Dog Brew Pub
  Yarmouth, MA
• 09/2021 → 05/2022
  Education
  Boston, MA
• 11/2015 → 08/2017
  Education
  Yarmouth, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-15