Melissa Ann Steele

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  Rbc Capital Markets, Llc
  New York, NY

Other Businesses

NAME OF ENTITY: Calmer Waters ADDRESS: 6443 Mere Drive, Eden Prairie, MN 55346 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Grief Consultation Services START DATE: 03.01.24 CAPACITY: Independent Contractor/Consultant, Owner - Active DUTIES: I will be the sole owner and employee. My goal is to help people in the grieving process, long before their loved one passes. I learned a lot going through it with my Mom, and feel in a consultative role I can really help people. The services I will provide will be helping people with things that add on stress to an already stressful time, to help take the burden of those tasks off their plate, allowing them to spend more time with their loved one. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-09-08