Steven Karmelin
Steven Karmelin is a registered investment advisor at RBC Capital Markets, LLC, based in Palm Beach Gardens, FL, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
3801 Pga Blvd, Suite 801, Palm Beach Gardens, FL, 33410-2757
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2017Customer Dispute
November 2014Customer Dispute
April 2011Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Bluestone Capital Partners, L.P.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.