Robert Grant has been an investment adviser representative at TrueWealth Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners. Robert Grant holds a Bachelor of Science in Accounting from Auburn University.
Truewealth Advisors, LLC is a Hoover, AL firm with $547M under management, 1,104 clients and 13 advisers across 10 offices, as of its August 2026 filing.
Matt Grant is a Financial Advisor of TrueWealth Advisors. He has practiced for more than a decade in financial planning, helping clients design and carry out investment, risk management and estate planning strategies. After graduating from Auburn University he was hired at First Protective Insurance Group in Birmingham, Alabama, where he obtained his Series 7 and 24 registrations and his Life and Health license.
Robert Grant’s longest registration was 13 years at Concourse Financial Group Advisors (2007–2021). Before joining TrueWealth Advisors in 2021, Robert Grant was registered through Concourse Financial Group Advisors.
- Concourse Financial Group Advisors– · 13 yearsGulf Shores, AL · Adviser representative · Firm CRD 15708
Professional designations
Listed by TrueWealth Advisors
- Chartered Life Underwriter (CLU®)
Investment adviser representative registrations
Robert Grant is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2021.
- AlabamaSince 3 September 2021
- TexasResidentSince 6 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 3 April 2008 |
| Series 66 | Uniform Combined State Law Examination | 11 October 2007 |
| Series 7 | General Securities Representative Examination | 16 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Mattmuller Grant
- CRD
- 5331530
- Firm
- TrueWealth Advisors · CRD 298838
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- truewealthllc.com
Where does Robert Grant work?
Robert Grant is an investment adviser representative registered through Truewealth Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Robert Grant a financial advisor?
Yes. Robert Grant has a current investment-adviser registration in Alabama and Texas, through TrueWealth Advisors since September 2021.
How many years of experience does Robert Grant have?
Robert Grant has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Robert Grant passed?
Robert Grant has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in August 2007. FINRA credited Robert Grant with the SIE, which began in October 2018.
Is Robert Grant registered with FINRA?
Yes. Robert Grant has a current broker registration, under CRD 5331530.
Source: FINRA BrokerCheck
How can I verify Robert Grant’s record?
Search CRD 5331530 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Grant’s full registration record.
