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Brian Richard Culver

ROCK POINT ADVISORS, LLC·BURLINGTON, Vermont
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77 COLLEGE STREET, 4TH FLOOR, BURLINGTON, VT 05401-4014CRD# 6415560Firm CRD# 130825
01

About

Brian Richard Culver is a registered financial advisor based in BURLINGTON, Vermont, affiliated with ROCK POINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROCK POINT ADVISORS, LLC
ROCK POINT ADVISORS, LLC
AUM
$527M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6415560
Firm CRD# 130825
No disclosures on file
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05

Frequently Asked Questions

What services does Brian Richard Culver offer?
Brian Richard Culver specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BURLINGTON, Vermont for a consultation.
What are Brian Richard Culver's credentials?
Brian Richard Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Richard Culver located?
Brian Richard Culver is based in BURLINGTON, Vermont, working with ROCK POINT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Brian Richard Culver charge for services?
Brian Richard Culver's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCK POINT ADVISORS, LLC?
ROCK POINT ADVISORS, LLC has approximately 9 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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