William Patrick Langdon

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

• 10/2009 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 02/2018 → Present
  Rbc Capital Markets, Llc.
  Raleigh, NC
• 08/2018 → 12/2022
  City National Bank
  Raleigh, NC

Previous Registrations

• 2009-10-23 → 2018-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Durham, NC
  Raleigh, NC
• 2001-01-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Durham, NC
  Raleigh, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2000-12-12
• S63 Uniform Securities Agent State Law Examination
  1999-02-24

Other Names

• Will Langdon