Bonnie Jean Musal

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

• 11/1974 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 12/2022 → Present
  Rbc Capital Markets, Llc
  Davenport, IA
• 06/2022 → 11/2022
  Unemployed
  Davenport, IA

Previous Registrations

• 2003-03-31 → 2022-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
  Davenport, IA

Other Businesses

I*123085 For profit or not for profit: For-Profit Organization Name of outside business organization: V & M FARM LLC Investment related: N Address of business: LE CLAIRE, Iowa 52753 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 5/4/2012 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: family farm LLC - I am the President of the LLC that negotiates the contract for leasing the ground every 3 years - pay the bills and the share holders

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-27
• S63 Uniform Securities Agent State Law Examination
  1984-02-17

Other Names

• Bonnie J Musal