Michael Steadman Benson

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

• 02/2013 → Present
  Rbc Capital Markets, Llc
  Edina, MN
• 06/2017 → Present
  City National Bank
  Edina, MN

Previous Registrations

• 2009-06-01 → 2013-02-27
  Morgan Stanley
  Bloomington, MN
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bloomington, MN
• 2002-11-25 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bloomington, MN
  Bloomington, MN

Other Businesses

NAME OF ENTITY: Apostle Islands Historic Preservation Conservancy ADDRESS: P.O. Box 88, Bayfield, WI 54814 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 12.16.24 CAPACITY: Board of Directors DUTIES: Working with Board members to help facilitate grants to preserve historic structures in the Apostle Island region in Northern Wisconsin. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-17
• S63 Uniform Securities Agent State Law Examination
  1999-02-11