Kelsey Brink
Investment adviser representative at RBC Capital Markets, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$310.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- RBC Capital Markets, LLCDec 2022 to now
- Self Employed - Sunshine and Spaghetti LLCJan 2020 to now
- Cwm, LLCMar 2022 to Dec 2022
- Srq WealthApr 2021 to Dec 2022
- The Dickerson GroupJul 2020 to Nov 2020
- Full Time Student - Florida Gulf Coast University Mba CandidateAug 2018 to Dec 2020
- Lexington Griffin Gate Marriott Golf Resort & SpaAug 2018 to Sep 2019
- Renaissance Charleston Historic District HotelMay 2017 to Jul 2018
- Miromar Lakes Beach and Golf ClubSep 2015 to May 2017
- Florida Gulf Coast University Spa LabAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7364350
- Firm CRD
- 31194