Morgan C Metcalf

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

• 04/2018 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 12/2016 → 04/2018
  Allstate Benefits
  Charlotte, NC
• 06/2015 → 12/2016
  Allstate Benefits
  Jacksonville, FL
• 07/2018 → 08/2022
  Bank Of America, N.A.
  Orlando, FL
• 08/2022 → Present
  Rbc Capital Markets, Llc
  Winter Park, FL

Previous Registrations

• 2018-07-24 → 2022-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
  Sanford, FL
  Lake Mary, FL
  Oviedo, FL
  Winter Springs, FL
  Winter Park, FL
  Longwood, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-07-20

Other Names

• Morgan Campbell
• Morgan Elizabeth Campbell