MG
MG

Matthew Grubb

8 Years of Experience
Sebring, FL
1 DisclosureBroker

Matthew Grubb is a registered investment advisor at Raymond James & Associates, INC., based in Sebring, FL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

611 US Highway 27 S, Sebring, FL, 33870

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History

Regulatory History (1)
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Customer Dispute
December 2025
Denied
Other Business Activities

Matthew owns and operates Gettin' Grubb Outfitters LLC, a private land alligator hunting outfitter. He dedicates about half of his time to this business, primarily on weekends during the late spring and summer, and spends a few hours per week during trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
August 2017 - September 2024 · 7 yrs 1 mo
Morgan StanleyBroker
July 2017 - September 2024 · 7 yrs 2 mos
State Registrations36 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Grubb - Financial Advisor | TrueAdvisor