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Advisors / Minnesota / Minneapolis
23yrs

Steven Culbert

Financial advisor at RBC Capital Markets

Based in Minneapolis, Minnesota, Steven Culbert is a fiduciary financial advisor with 23 years of industry experience. Steven has been with RBC Capital Markets since 2017; before that, Steven spent eight years at Merrill. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.

Minneapolis, MN 55401Fiduciary advisor

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 74% of advisors in Minneapolis
Office250 Nicollet Mall Suite 2000, 16th Floor, Minneapolis, MN 55401
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 ?2 states

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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2017 – now
  2. 2008 – 2017
    MerrillPreviously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call RBC Capital Markets at (212) 858-7000 and ask for Steven Culbert. Steven works from the Minneapolis, MN office.

How long has Steven been a financial advisor?

Steven has been in the industry since 2003, about 23 years. More experience than 74% of advisors in Minneapolis.

What licenses does Steven hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Steven 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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