Avi Greenlinger

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

• 12/2008 → 10/2024
  Citigroup Global Markets Inc
  Pikesville, MD
• 06/2009 → 10/2024
  Morgan Stanley Smith Barney
  Lutherville, MD
• 10/2024 → Present
  Rbc Capital Markets, Llc
  Baltimore, MD
• 01/2015 → 10/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 10/2025 → Present
  City National Bank
  Baltimore, MD

Previous Registrations

• 2009-06-01 → 2024-11-12
  Morgan Stanley
  Baltimore, MD
  Lutherville, MD
• 2008-12-24 → 2009-06-01
  Citigroup Global Markets Inc.
  Pikesville, MD
• 2007-04-02 → 2009-01-02
  Morgan Stanley & Co. Llc
  Hunt Valley, MD
• 2003-05-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lutherville, MD
  Lutherville, MD

Other Businesses

1) *496601 : Jewish Educational Services aka JES; Investment related : No; Baltimore; Maryland; Non-Profit, Charitable; Board Member, Chair of the Board(proprietor, partner, officer, director, employee, trustee, agent);07/2022; During business hours: 4; After business hours: 16; 2) NAME OF ENTITY: Jewish Media and Cultural Education Corporation ADDRESS: 6506 Hal Ct, Baltimore, Maryland, 21209 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 01/04/2025 CAPACITY: Board of Directors DUTIES: Board of Directors (job description overview): oversee governance and compliance, conceiving and implementing strategic plan, developing/managing human and financial resources, serving as organizational ambassadors, working in tandem with personnel to advance the goals and objectives of the Jewish Media and Cultural Education Corp. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours *564125- SARY LLC; Investment related -Yes; Baltimore, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 1; After business hours: 3; Administrative 3) NAME OF ENTITY: Jewish Community Federation of Baltimore ADDRESS: 101 West Mount Royal Ave, Baltimore, MD 21201 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE:11.10.15 CAPACITY: Board of Directors DUTIES: I am a board member of this organization. I am not only an ambassador of this incredible organization, but also provide input when needed. We meet about every 6-8 weeks. This organization provides services to the Baltimore Jewish community at large and to our sister city of Ashkelon in Israel. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: SARY LLC ADDRESS: 6506 Hal Ct, Baltimore, MD 21209 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 07.13.23 CAPACITY: Owner DUTIES: Owner of LLC, sole manager HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 5) NAME OF ENTITY: Avi and Sora Greenlinger ADDRESS: 6814 Cherokee Baltimore MD 21209 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Rental Property START DATE: 04.27.20 CAPACITY: Other DUTIES: Owner of property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (6) NAME OF ENTITY: 2020 Masters LLC ADDRESS: 6506 Hal Ct, Baltimore, MD, 21209 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Other START DATE: 20/05/2025 CAPACITY: Owner DUTIES: Owner of LLC, sole manager HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (7) NAME OF ENTITY: Lev Hatorah Academy of Baltimore, Inc. ADDRESS: 4800 Mt. Hope Drive BALTIMORE Maryland 21215 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Jul 27, 2026 CAPACITY: Board of Directors DUTIES: Lev Hatorah Academy provides a premium Jewish pre-school. elementary and middle school education for children and families in the Baltimore community. HOURS DEVOTED PER MONTH: 4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 4

Exams

• S66 Uniform Combined State Law Examination
  2003-05-22