Columbus, OH Pulsar Place Office
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RBC Capital Markets
Institution
Firm-wide stats for RBC Capital Markets
About
RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base that includes individual investors (both non‑HNW and high‑net‑worth), institutional clients, pension and profit‑sharing plans, corporations, and charitable organizations. It offers multiple wrap fee advisory programs—RBC Advisor, Portfolio Focus, RBC Unified Portfolio, Consulting Solutions, and a Managed Account Program—providing discretionary and non‑discretionary portfolio management, financial planning, custody, and brokerage services.
The firm tailors strategies to each client’s Advisory Risk Profile and implements portfolios through a mix of in‑house and third‑party Investment Managers, Model Providers, and an Overlay Manager (either RBC WM or Envestnet), with choices for rebalancing frequency, tax‑management, and responsible‑investing screens. Program accounts are administered as unified or sleeve‑based structures (RBC UP) and may include fund share‑class conversions, cash sweep options, and alternative investments or annuities as described in the brochure.
RBC’s capital‑markets footprint and affiliated capabilities are notable features: RBC Capital Markets is registered with the CFTC as a futures commission merchant and as a swap firm, the firm’s affiliated asset managers (for example, RBC GAM – U.S. and RBC Rochdale) serve as Investment Managers and Model Providers, and the firm makes alternative investments (including feeder‑fund structures) and pooled vehicles available to clients. The brochure also discloses municipal‑related activities and regulatory matters and describes integrated lending and cash‑sweep arrangements with affiliated banks, all of which are identified as potential conflicts and are disclosed in the firm’s materials.
Based on RBC Capital Markets
Expertise
Based on RBC Capital Markets
Occupation focus
Based on RBC Capital Markets
Demographic focus
Based on RBC Capital Markets
Location
8415 Pulsar Place, Suite 110
Columbus OH 43240
Advisors at this office
3
Advisors at this office
William J
Series 63, Series 65
Columbus, OH
RBC Capital Markets
William James II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at UBS Financial Services, Merrill, and Legg Mason Wood Walker, Incorporated. Outside of advising, he owns and operates a small arms instruction business and manages an agricultural sole proprietorship focused on beekeeping and tree cultivation. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers tailored investment strategies with a range of advisory programs and portfolio management options supported by a broad capital-markets platform.
Molly M
Series 66
Columbus, OH
RBC Capital Markets
Molly Montgomery is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.
Patrick F
CFP®, Series 63, Series 65
Columbus, OH
RBC Capital Markets
Patrick Ford is a CFP® with 38 years of experience in the financial industry. He currently works at RBC Capital Markets and has held prior roles at City National Bank, UBS Financial Services, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.
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