Julie Elizabeth Andreoli

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

• 03/2008 → Present
  Rbc Capital Markets Corporation
  Milwaukee, WI

Other Businesses

(1) NAME OF ENTITY: Poshmark, Inc. ADDRESS: 3876 E Dale Ave Cudahy WI 53110 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jul 01, 2026 CAPACITY: Other DUTIES: Sell personal items on my Poshmark account - basically an online yard sale HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  1999-11-08

Other Names

• Julie Elizabeth Duchac