Matthew J. Van Grouw

VAN GROUW ADVISORS

Bluffton, SC 29910

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CRD#: 7682031

Professional summary

Matthew John Van Grouw is a registered financial advisor currently at VAN GROUW ADVISORS, LLC located in Bluffton, South Carolina and IBN FINANCIAL SERVICES, INC. located in Bluffton, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. IBN Financial Services, Inc.; Yes; Liverpool, NY; Broker Dealer; Registered Representative; 01/2023; 45/MO; 40/MO 2. James L. Van Grouw LLC, not investment related,29 Plantation Park Rd, Suite 804 Bluffton, SC 29910, accounting firm, staff accountant, employee, 09/2022,80 hrs/month, 80 hrs during trading, general bookkeeping and preparation of tax returns

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Van Grouw'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

February 14, 2023 - Present

VAN GROUW ADVISORS, LLC

Office #1: 29 Plantation Park Drive Suite 804, Bluffton, SC 29910

RIA

CRD#: 311173

Bluffton, SC

Current

January 19, 2023 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 29 Plantation Park Drive Suite 804, Bluffton, SC 29910

RIA

CRD#: 42360

Bluffton, SC

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.

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

New Jersey
(2/28/2024)

North Carolina
(10/5/2023)

IAR

South Carolina
(2/14/2023)

South Carolina
(10/5/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/10/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/19/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/17/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

VAN GROUW ADVISORS, LLC

CRD#: 311173 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/27/2024 Approved)

South Carolina

Registered Investment Advisory firm - (10/27/2020 Approved)

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Contact information

Main Address

29 Plantation Park Drive Suite 804, Bluffton, SC 29910

Mailing Address

Phone number

(843) 815-6629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 61,700,000

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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Matthew J. Van Grouw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Van Grouw's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAN GROUW ADVISORS, LLC

IBN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2023

Series 7TO

Date: 1/19/2023

SIE

Date: 10/17/2022

FINRA

Current Firm

VAN GROUW ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAN GROUW ADVISORS, LLC

TRUST BUT VERIFY

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