Matthew Grubb
Matthew Grubb is a registered investment advisor at Raymond James & Associates, INC., based in Sebring, FL, with 9 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
611 US Highway 27 S, Sebring, FL, 33870
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2026Other 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.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations36 states
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
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