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Melanie Christine Greer

Rbc Capital Markets, LLC

Houston, TX

Katy, TX

CRD 3217722

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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:

Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2004-09-03
  • TX RA
    APPROVED
    Since 2004-09-03

Branch Locations

2 Post Oak Central 1980 Post Oak Blvd, Suite 1630 & 1525, Houston, TX 77056-3859 • United States

Katy, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets Corporation San Antonio TX 03/2008 Present
  • 03/2008 → Present
    Rbc Capital Markets Corporation
    San Antonio, TX
Previous Registrations
  • 1999-11-05 → 2004-09-08
    Morgan Stanley Dw Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-28
S63 Uniform Securities Agent State Law Examination 1999-07-07
  • S65 Uniform Investment Adviser Law Examination
    1999-07-28
  • S63 Uniform Securities Agent State Law Examination
    1999-07-07
Other Names
  • Wait Christine Melanie
  • Melanie Christine Wait

View on SEC IAPD

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PEREA CAPITAL

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John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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