RG
Robert M. Grant
TRUEWEALTH ADVISORS
Gulf Shore, AL 36542
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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.
1. (dba) GRANT WEALTH MANAGEMENT LLC; Investment Related; 117 Cove Avenue, Gulf Shores, AL 36542;Insurance and Financial Services; Founding Partner; Start Date 09/2013; 160 hours per month; Life, Disability and Long-Term Care insurance product sales and service; Assist clients in putting together a financial plan that includes retirement, investments, and risk management products. // 2. MATT MULLER, LLC; Non-Investment Related; P O Box 150, Gulf Shores, AL 36547; Timber Harvesting; Named on Checking Account; Start Date 05/2015; 2 hours per month with no hours per month during trading hours; My father and I are the two people voted on by the four members of the LLC to be in charge of the LLC's checking account. The four members are my mother and her three siblings. // 3. TRI-CITY FOUNDATION; Non-Investment Related; 212 St Joseph Street, Mobile, AL 36602; Organization; Board Member; Start Date 01/2020; 1 hour or less per month; I am one of 12 board members tasked with reviewing and approving grants or other monetary requests from various local non-profits and charitable organizations. We meet quarterly to review upcoming requests as well as monitor past grants in order to verify the funds are being used as approved. // 4. GATEWAY INITIATIVE; Non-Investment Related; 19812 Underwood Road, Foley, AL 36535; Non-Profit; Board Member; Start Date 10/2020; 1 hour or less per month; As a board, we meet at least quarterly to review the accomplishments of the Gateway team as well as their planned initiatives for the upcoming quarter. // 5. NAME OF OTHER BUSINESS: TRUEWEALTH ADVISORS, LLC - CRD# 298838; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY; START DATE:10/2021; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT AND THIRD-PARTY MONEY MANAGEMENT; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2010; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Mattmuller Grant's 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®
NoneExperience
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 36608RIA
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 36608BD
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
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 1,439 |
| AUM (Assets Under Management) | $ 438,937,842 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUEWEALTH ADVISORS, LLC
CRD#: 298838Gulf Shore, AL 36542TRUST BUT VERIFY
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