RBC Capital Markets
47yrs
Top advisor by experience in Duluth
12yrs
Robert Bubalo has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Duluth, Minnesota. Robert joined RBC Capital Markets in 2015, a firm offering financial planning, investment management, and private fund management. RBC Capital Markets reports being paid through a percentage of assets and flat fees.
One of 146 advisors with offices in Duluth, and one of 135 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office1420 London Road Suite 201, Duluth, MN 55805
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowRBC Capital Markets, LLCCurrent firm
Contact Robert
1420 London Road Suite 201Duluth, MN 55805Office · Get directions Firm main line(212) 858-7000Headquarters: RBC Capital Markets · New York, NY Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call RBC Capital Markets at (212) 858-7000 and ask for Robert Bubalo. Robert works from the Duluth, MN office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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