Vincent N. Dostie

MOUNT MURRAY INVESTMENT

Montreal, Quebec, H3H 2T8 CAN

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CRD#: 7629406

Professional summary

Vincent Nmn Dostie, who also goes by VIncent Dostie, is a registered financial advisor currently at MOUNT MURRAY INVESTMENT INC. .

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Vincent has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vincent Dostie

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 Vincent Nmn Dostie'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®

None

Experience

Current

March 15, 2023 - Present

MOUNT MURRAY INVESTMENT INC.

Office #1: 2170 Rene-levesque Blvd. W Suite 204, Montreal, Quebec, H3H 2T8 CAN

RIA

CRD#: 322643

Montreal, Quebec,

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".

MOUNT MURRAY INVESTMENT INC.

CRD#: 322643 / SEC#: 801-127111

RIA

Registered Investment Advisory firm - (1/25/2023 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
(3/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MOUNT MURRAY INVESTMENT INC.

CRD#: 322643 / SEC#: 801-127111

RIA

Registered Investment Advisory firm - (1/25/2023 Approved)

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Contact information

Main Address

2170 Rene-levesque Blvd. W Suite 204, Montreal, Quebec, H3H 2T8 CAN

Mailing Address

Phone number

(514) 922-1511

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2B (3/28/2025)

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 22,301,703

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.

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Vincent N. Dostie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Nmn Dostie's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNT MURRAY INVESTMENT INC.

Primary Firm SEC Registration

MOUNT MURRAY INVESTMENT INC.

State Registrations and Notice Filings

Exams

Current Firm

MOUNT MURRAY INVESTMENT INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOUNT MURRAY INVESTMENT INC.

TRUST BUT VERIFY

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