Mathew J. Grant
Professional summary
Mathew J Grant Mr, who also goes by Mathew J Grant, is a registered financial advisor currently at RBC PRIVATE COUNSEL (USA) INC. .
Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mathew has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mathew J Grant Mr's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2018 - Present
RBC PRIVATE COUNSEL (USA) INC.
Office #1: 200 Bay Street, South Tower, Suite 3900, Toronto, Ontario, M5J 2J2Primary Firm SEC Registration
RBC PRIVATE COUNSEL (USA) INC.
CRD#: 109648 / SEC#: 801-55491
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2018)
Exams
Current Firm
RBC PRIVATE COUNSEL (USA) INC.
CRD#: 109648 / SEC#: 801-55491
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,556 |
| AUM (Assets Under Management) | $ 6,827,149,933 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/28/2024 | ||
| 09/28/2023 | ||
| 01/27/2023 |
Red Flags
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