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Tyler James Lattery

Rbc Capital Markets, LLC

Wadsworth, IL

Lake Forest, IL

CRD 7606541

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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:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2023-01-27
TX RA APPROVED 2023-01-25
IL RA APPROVED 2022-12-19
  • VI RA
    APPROVED
    Since 2023-01-27
  • TX RA
    APPROVED
    Since 2023-01-25
  • IL RA
    APPROVED
    Since 2022-12-19

Branch Locations

Wadsworth, IL • United States

950 N. Western Avenue Suite 200, Lake Forest, IL 60045-1734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc Lake Forest IL 07/2022 Present
Wells Fargo Minneapolis MN 05/2021 03/2022
Isd 191 Burnsville Eagan Savage Burnsville MN 03/2022 07/2022
Collabera Minneapolis MN 10/2019 05/2021
University Of Mn - Duluth Duluth MN 08/2014 06/2019
Isd 191 Burnsville Eagan Savage Burnsville MN 06/2019 10/2019
  • 07/2022 → Present
    Rbc Capital Markets, Llc
    Lake Forest, IL
  • 05/2021 → 03/2022
    Wells Fargo
    Minneapolis, MN
  • 03/2022 → 07/2022
    Isd 191 Burnsville Eagan Savage
    Burnsville, MN
  • 10/2019 → 05/2021
    Collabera
    Minneapolis, MN
  • 08/2014 → 06/2019
    University Of Mn - Duluth
    Duluth, MN
  • 06/2019 → 10/2019
    Isd 191 Burnsville Eagan Savage
    Burnsville, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-17
  • S66 Uniform Combined State Law Examination
    2022-12-17

View on SEC IAPD

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