Earl Bradley Bosart

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Birmingham, MI
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 10/2018 → Present
  Rbc Capital Markets, Llc
  Bloomfield, MI
• 01/2019 → 01/2025
  City National Bank
  Bloomfield, MI

Previous Registrations

• 2005-11-25 → 2018-10-19
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 1999-10-18 → 2005-12-02
  Keybanc Capital Markets Inc.
  Birmingham, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-02
• S63 Uniform Securities Agent State Law Examination
  1992-10-02

Designations

• Certified Financial Planner

Other Names

• Brad Bosart