William Rex Bahney

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

• 04/2009 → 05/2025
  Ubs Financial Services Inc.
  Boise, ID
• 05/2025 → Present
  Rbc Capital Markets, Llc
  Eagle, ID

Previous Registrations

• 2009-04-24 → 2025-06-09
  Ubs Financial Services Inc.
  Boise, ID
• 1983-08-23 → 2009-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boise, ID
  Dallas, TX

Other Businesses

1) NAME OF ENTITY: BOISE RESCUE MISSION ADDRESS: 308 S 24th Street Boise ID 83702 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jun 16, 2021 CAPACITY: Director DUTIES: Advise, Counsel, and Direct the CFO and the Mission Goals and Objectives HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-21
• S63 Uniform Securities Agent State Law Examination
  1980-06-06

Other Names

• Bill Bahney
• Bill Bahney