linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Matthew Grubb

Huntleigh Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Matthew Grubb

Brian Grubb is a registered investment advisor representative with Huntleigh Advisors, Inc. in St. Louis, Missouri. Brian has been in the securities industry since July 2019, and holds the Series 7TO, Series 63, and Series 66 licenses. Brian has experience working with high-net-worth individuals, corporations, and charitable organizations. Brian specializes in financial planning and portfolio management, and Huntleigh Advisors, Inc. offers a range of services, including investment management, financial planning, and pension consulting.

Firm Information

Brian Grubb is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/third party manager fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Grubb’s Registration & Firm History

MO

04/05/2024 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

MO

07/15/2019 - 10/18/2023

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

Not sure if Brian Matthew Grubb is right for you?

Licenses & Designations

BOTH

Issued 04/02/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Matthew Grubb.
Not sure if Brian Matthew Grubb is right for you?