Margaret Michelle Hallgren

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

• 09/2015 → Present
  Rbc Capital Markets, Llc
  Salt Lake City, UT
• 05/2020 → Present
  City National Bank
  Salt Lake City, UT

Previous Registrations

• 2009-06-01 → 2015-07-30
  Morgan Stanley
  Salt Lake City, UT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Salt Lake City, UT
• 2005-05-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

(1) SPY HOP; ADDRESS: 669 S WEST TEMPLE, STE 202, SALT LAKE CITY , UT 84101; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 05/01/17; CAPACITY: INVESTMENT COMMITTEE VOLUNTEER; DUTIES: FUND-RAISING; HOURS DEVOTED PER WEEK: 4 HOURS/YR; HOURS DEVOTED DURING SECURITIES HOURS PER WEEK: NONE (2) FLORAVELO; ADDRESS: 16767 BERNARDO CTR. DR. #270700, SAN DIEGO CA 92198, NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: CYCLEWEAR FOR WOMEN; CAPACITY: OTHER - AMBASSODOR FOR FLORAVELO ALONG WITH MY 7 CYCLING TEAMMATES; START DATE: 04/01/2019; DUTIES: ALLOW FLORAVELO TO USE MY CYCLING TEAM PHOTO ON THEIR WEBSITE, POSTCARDS AND OTHER ADVERTISEMENTS TO PROMOTE FLORAVELO WOMENT'S CLYCLING JERSEYS; HOURS DEVOTED PER MONTH: 00; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 00;

Exams

• S66 Uniform Combined State Law Examination
  2005-05-16

Other Names

• Margaret Michelle Vanwagoner
• Margaret Hallgren