ML
Matthew S. Langsford
CANACCORD GENUITY WEALTH MANAGEMENT (USA)
Oakville , L6J7T5
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CRD#: 7811104
ML
Professional summary
Matthew Sean Langsford, who also goes by Matt Langsford, is a registered financial advisor currently at CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC. .
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 1 firm and has passed the Series 66 and Series 7TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Langsford
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.
Canaccord Genuity Corp. Investment Related 1200 - 1133 Melville Street Vancouver BC V6E4E5 Canadian Broker Dealer Portfolio Manager June 18, 2021 40 hours per week Lakeshore Wealth Management Insurance Inc. Non-Investment Related 4052 Applevalley Ln, Burlington, ON Insurance Sales Owner/Director December 1, 2005 5 hours LB Auto Services Non- Investment Related 5 - 1400 Cornwall Road Car Wash Private Investor 1/30/2024 0 Hrs Per Week LB Auto Real Estate Non- Investment Related 5 - 1400 Cornwall Road Car Wash Private Investor 1/30/2024 0 Hrs Per Week
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Sean Langsford's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew Sean Langsford'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
January 2, 2024 - Present
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
Office #1: 200 - 1267 Cornwall Road, Oakville , L6J7T5RIA
BD
CRD#: 7449
Oakville ,
Current
December 7, 2023 - Present
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
Office #1: 200 - 1267 Cornwall Road, Oakville , L6J7T5RIA
BD
CRD#: 7449
Oakville ,
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".
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
CANACCORD CAPITAL CORPORATION USA, INC. | NORAM INVESTMENT SERVICES, INC. | EQUITY SECURITIES TRADING CO., INC. | CANACCORD WEALTH MANAGEMENT (USA) INC. | CANACCORD WEALTH MANAGEMENT | CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC. | CANACCORD GENUITY WEALTH MANAGEMENT | CANACCORD FINANCIAL (USA) INC.
CRD#: 7449 / SEC#: 801-106809, 8-21025
RIA
Registered Investment Advisory firm - SEC (11/2/2015 Approved)Alaska
Registered Investment Advisory firm - SEC (3/22/2021 Terminated)Maryland
Registered Investment Advisory firm - SEC (2/8/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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
RR
Arizona(10/10/2024)
RR
California(10/4/2024)
RR
Florida(1/3/2024)
RR
Massachusetts(1/2/2024)
RR
Nevada(7/14/2025)
RR
New Jersey(1/2/2024)
RR
New York(1/2/2024)
IAR
New York(1/2/2024)
RR
Virginia(1/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2023
General Securities Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.
CANACCORD CAPITAL CORPORATION USA, INC. | NORAM INVESTMENT SERVICES, INC. | EQUITY SECURITIES TRADING CO., INC. | CANACCORD WEALTH MANAGEMENT (USA) INC. | CANACCORD WEALTH MANAGEMENT | CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC. | CANACCORD GENUITY WEALTH MANAGEMENT | CANACCORD FINANCIAL (USA) INC.
CRD#: 7449 / SEC#: 801-106809, 8-21025
RIA
Registered Investment Advisory firm - SEC (11/2/2015 Approved)Alaska
Registered Investment Advisory firm - SEC (3/22/2021 Terminated)Maryland
Registered Investment Advisory firm - SEC (2/8/2021 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
1133 Melville Street Suite 1100, Vancouver, Bc, V6E 4E5
Mailing Address
Pmb 2300 250 H Street, Blaine, WA 98230-4018
Phone number
(604) 643-7300
Established
Minnesota since 07/06/1976
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
31
SEC notice filing (12 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 101,217,366 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 5 |
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.
