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RG

Robert M. Grant

TRUEWEALTH ADVISORS
Gulf Shore, AL 36542
Some features on this profile are disabled
CRD#: 5331530
RG

Professional summary

Robert Mattmuller Grant is a registered financial advisor currently at TRUEWEALTH ADVISORS, LLC located in Gulf Shore, Alabama and CETERA WEALTH SERVICES, LLC located in Gulf Shores, Alabama.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Mattmuller Grant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 3, 2021 - Present

TRUEWEALTH ADVISORS, LLC

Office #1: 117 Cove Ave, Gulf Shore, AL 36542Office #2: 3662 Dauphin St. Suite B, Mobile, AL 36608
RIA
CRD#: 298838
Gulf Shore, AL
Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 117 Cove Ave, Gulf Shores, AL 36542Office #2: 3660 Dauphin St Suite B, Mobile, AL 36608
BD
CRD#: 13572
GULF SHORES, AL
Past

October 15, 2007 - September 8, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
GULF SHORES, AL
Past

August 17, 2007 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
GULF SHORES, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Alabama
(9/3/2021)
RR
Alabama
(2/20/2025)
RR
California
(2/20/2025)
RR
Florida
(2/20/2025)
RR
Georgia
(2/20/2025)
RR
Indiana
(2/20/2025)
RR
Louisiana
(2/20/2025)
RR
Mississippi
(2/20/2025)
RR
North Carolina
(2/20/2025)
RR
South Carolina
(2/20/2025)
RR
Tennessee
(2/20/2025)
IAR
Texas
(9/6/2021)
RR
Texas
(2/20/2025)
RR
Virginia
(2/20/2025)
RR
Washington
(6/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUEWEALTH ADVISORS, LLC
BENEFIT PLANNERS, INC. | WILLIAMSON FINANCIAL SERVICES | TRUEWEALTH ADVISORS, LLC | TRUEWEALTH ADVISORS OF HUNTSVILLE, LLC | GRANT WEALTH MANAGEMENT

CRD#: 298838 / SEC#: 801-114236

RIA
Registered Investment Advisory firm - (10/31/2018 Approved)
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Contact information

Main Address
2000 Southlake Park Suite 200, Hoover, AL 35244
Mailing Address
Phone number
(205) 588-4800
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUEWEALTH ADVISORS, LLC - ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts1,439
AUM (Assets Under Management)$ 438,937,842

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUEWEALTH ADVISORS, LLC

CRD#: 298838Gulf Shore, AL 36542

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