Brian Friday, financial advisor Canonsburg PA

Brian Friday

CRD Number: 2870508
Current Firm: Rbc Capital Markets, LLC

Brian Friday (CRD# 2870508) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Canonsburg, PA and has over 26 years of experience in the finance industry. Brian Friday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Rbc Wealth Management Canonsburg, PA Apr 2015 - Current 8
City National Bank Canonsburg, PA Sep 2019 - Dec 2023 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2015 < 1
Morgan Stanley Smith Barney Upper St. Clair, PA Jun 2009 - Apr 2015 5
Citigroup Global Markets Inc. Upper St. Clair, PA Apr 2007 - Apr 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination Jun 2001
Contact Info for Brian J. Friday
Phone Number: 212-858-7000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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