Matthew J Gherity

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2018
  5050 Central Inc.
  Toronto
• 02/2018 → 04/2021
  Morgan Stanley
  Bethesda, MD
• 06/2018 → 04/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2021 → 07/2022
  Fidelity Investments
  Minneapolis, MN
• 04/2023 → Present
  Rbc Capital Markets, Llc
  Minneapolis, MN
• 11/2022 → 02/2023
  Next Financial Inc.
  Minneapolis, MN
• 07/2022 → 11/2022
  Unemployed
  Minneapolis, MN
• 02/2023 → 04/2023
  Unemployed
  Minneapolis, MN

Previous Registrations

• 2021-07-14 → 2022-07-25
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-05-18 → 2021-05-12
  Morgan Stanley
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2018-05-18

Other Names

• Matthew Joseph Gherity
• Matthew Gherity
• Matthew J Gherity