MC
Matthew B. Cafferky
RBC PRIVATE COUNSEL (USA)
Duncan, British Columbia, V9L 6X2
Some features on this profile are disabled
CRD#: 7196974
MC
Professional summary
Matthew Bruce Cafferky, who also goes by Bruce Cafferky Mr., is a registered financial advisor currently at RBC PRIVATE COUNSEL (USA) INC. .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bruce Cafferky Mr.
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.
Name of the other Business: Victoria Highlanders FC
This is not an investment related business
Address:468 Burnside Road East, Victoria, BC, Canada
Nature of the Business: Sports Business, Soccer Team
Position and Title: Owner 10%
Start date:April 2018
Number of hours devoted to the business: 2.0 hours per week
Description of Duties:Provide general leadership and support of the team with the current ownership group. Overall planning and strategy is the main role within the group.
Name of other Business: Canadian World Education Society
This is not an investment related Business
Address: 1019 Loch Glen Place, Victoria, BC, Canada
Nature of the Business: Operates an English speaking school for children in Nepal.
Position:Board Member
Start date: January 2010
Approximate number of hours: 1.0 hours per week
Description of Duties: Fundraising, organizing events and setting goals for the school
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Bruce Cafferky'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
November 20, 2019 - Present
RBC PRIVATE COUNSEL (USA) INC.
Office #1: 2755 Beverly Street, Unit 201, Duncan, British Columbia, V9L 6X2RIA
CRD#: 109648
Duncan, British Columbia,
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".
RP
RBC PRIVATE COUNSEL (USA) INC.
RBC PRIVATE COUNSEL (USA) INC. | RBC WEALTH MANAGEMENT
CRD#: 109648 / SEC#: 801-55491
RIA
Registered Investment Advisory firm - (5/11/1998 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.Highlighted states indicate IAR registrations
IAR
Texas(11/20/2019)
Exams
Current Firm
RP
RBC PRIVATE COUNSEL (USA) INC.
RBC PRIVATE COUNSEL (USA) INC. | RBC WEALTH MANAGEMENT
CRD#: 109648 / SEC#: 801-55491
RIA
Registered Investment Advisory firm - (5/11/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Wellington Street West 17th Floor Rbc Centre, Toronto, On, M5V 3K7
Mailing Address
Phone number
(416) 955-7782
Established
Firm type
Fiscal year end
# of Employees
1,379
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
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.
