DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Rachelle Klise Haysman Carmel

RBC Capital Markets, LLCnational BDAtlanta, Ga dual registrantIAPD 4351957

Certified Financial Planner

Feed of 09/14/2026

Also filed as Rachelle Klise Haysman

At current firm

1 y

since Jan 14, 2025

In the industry

20 y

since Apr 13, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

RBC Capital Markets, LLC national BD current
since Jan 14, 2025 · Atlanta, Ga
Bison Wealth, LLC former
Feb 15, 2024 to Oct 17, 2024 · Atlanta, Ga
Truist Advisory Services, Inc. BD affiliated
Mar 20, 2017 to Oct 2, 2019 · Atlanta, Ga
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 20, 2007 to Jul 23, 2013 · Atlanta, Ga
Equitable Advisors, LLC national BD
Apr 13, 2006 to Mar 22, 2007 · Columbia, Md

Moves

a registration end followed by a registration begin elsewhere

Bison Wealth, LLC to RBC Capital Markets, LLC
left Oct 17, 2024, registered Jan 14, 2025 (89 days) · RIA to affiliated broker-dealer or bank
Truist Advisory Services, Inc. to Bison Wealth, LLC
left Oct 2, 2019, registered Feb 15, 2024 (1597 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Truist Advisory Services, Inc.
left Jul 23, 2013, registered Mar 20, 2017 (1336 days) · Other
Equitable Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 22, 2007, registered Apr 20, 2007 (29 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Rachelle Klise Haysman Carmel left Bison Wealth, Llc for Rbc Capital Markets, Llc (registered 2025-01-14)
Oct 17, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address