Matthew Agricola Grieb

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2014 → 11/2017
  Rbc Wealth Management
  Rockville, MD
• 11/2017 → 05/2018
  Janney Montgomery Scott, Llc
  Washington, DC
• 05/2018 → Present
  Raymond James & Associates, Inc.
  Washington, DC

Previous Registrations

• 2017-11-20 → 2018-05-25
  Janney Montgomery Scott Llc
  Washington, DC
• 2014-09-20 → 2017-12-07
  Rbc Capital Markets, Llc
  Rockville, MD
  Columbia, MD

Other Businesses

(1)Name of Business: National Institute of Transition Planning Address: 39 West Montgomery Avenue, Rockville, MD, 20850, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 04/28/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will paid to speak on behalf of NITP about financial planning to federal employees.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-20

Designations

• Certified Financial Planner