Matthew
Grieb

Raymond James & Associates, Inc

CRD#6331140
Investment Advisor
in Washington, DC
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About this Advisor

Matthew Grieb is a certified financial planner based in Washington, D.C. Currently a registered financial advisor with Raymond James & Associates, Inc, Grieb has 10 years of practice as an investment advisor. Grieb holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Grieb is registered to work with customers based out of Washington, D.C. and Virginia. During their career, Grieb has held roles at The Holleman Companies, Rbc Wealth Management, Catholic University, Kirstein & Young, LLC, The Holleman Comapanies, Accenture, Janney Montgomery Scott, LLC and Raymond James & Associates, Inc. Raymond James & Associates, Inc is based out of Washington, D.C., and has 422 additional brick-and-mortar locations across the nation. As a company, Raymond James & Associates, Inc manages $143 billion in assets throughout 472,443 accounts and employs more than 13,277 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1717 Pennsylvania Ave Nw Suite 1050
Washington, DC 20006

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

DC Average: $1,855,561,029
Total Number of Employees

14,205

DC Average: 62
Total Number of Accounts

591,180

DC Average: 2,474
Average Account Size

$297,807

DC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Matthew Grieb Work History

Matthew has 10 years of experience.

2018 - Present (1 year)

Raymond James & Associates, Inc

2017 - 2018 (1 year)

Janney Montgomery Scott, LLC

2014 - 2017 (3 years)

Rbc Wealth Management

2012 - 2014 (2 years)

Accenture

2010 - 2010 (< 1 year)

The Holleman Companies

2010 - 2011 (1 year)

The Holleman Comapanies

2009 - 2009 (< 1 year)

Kirstein & Young, LLC

2008 - 2012 (4 years)

Catholic University

Disclosures

Matthew Grieb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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