Raymond James & Associates, Inc
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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
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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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
Matthew Grieb Work History
Matthew has 10 years of experience.
Raymond James & Associates, Inc
Janney Montgomery Scott, LLC
Rbc Wealth Management
The Holleman Companies
The Holleman Comapanies
Kirstein & Young, LLC
Matthew Grieb has no disclosures.
Please visit their SEC profile for more details.