Charles Gabriel Mouaikel

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

• 09/2020 → 03/2021
  Lincoln International
  New York, NY
• 08/2016 → 05/2020
  Cornell University
  Ithaca, NY
• 01/2019 → 05/2019
  Dyson School At Cornell University
  Ithaca, NY
• 05/2019 → 08/2019
  Lincoln International
  New York, NY
• 11/2017 → 08/2018
  Rbc Wealth Management
  Watertown, NY
• 06/2017 → 08/2017
  Rbc Wealth Management
  Minneapolis, MN
• 08/2016 → 12/2016
  The Cornellian Yearbook
  Ithaca, NY
• 05/2020 → 09/2020
  Unemployed
  Ithaca, NY
• 04/2021 → 07/2022
  Rbc Capital Markets, Llc
  New York, NY
• 11/2024 → Present
  Rbc Capital Markets, Llc
  Watertown, NY
• 08/2022 → 08/2024
  Accel-Kkr
  Menlo Park, CA
• 09/2024 → 10/2024
  Unemployed
  Watertown, NY
• 10/2025 → Present
  City National Bank
  Watertown, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13
• S63 Uniform Securities Agent State Law Examination
  2020-09-26

Other Names

• Charlie Mouaikel