Grant TouheyCRD Number: 7069821
Current Firm: Rbc Capital Markets, LLC
Grant Touhey (CRD# 7069821) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 3 years of experience in the finance industry.
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
Albanyadvisor Group LLC
|Rbc Capital Markets, LLC||Albany, NY||Jan 2019 - Current||4|
|Unemployed||Ballston Spa, NY||Jun 2018 - Jan 2019||< 1|
|Full-time Education||Amherst, MA||Sep 2017 - May 2018||< 1|
|Tri-city Valleycats||Troy, NY||May 2017 - Aug 2017||< 1|
|Full-time Education||Amherst, MA||Sep 2016 - May 2017||< 1|
|The Anderson Group LLC||Albany, NY||May 2016 - Sep 2016||< 1|
|Full-time Education||Amherst, MA||Sep 2015 - May 2016||< 1|
|The Anderson Group LLC||Albany, NY||May 2015 - Sep 2015||< 1|
|Full-time Education||Amherst, MA||Sep 2014 - May 2015||< 1|
|The Anderson Group LLC||Albany, NY||Jun 2014 - Sep 2014||< 1|
|Full-time Education||Ballston Spa, NY||Sep 2013 - Jun 2014||< 1|
|The Anderson Group LLC||Albany, NY||Jun 2013 - Sep 2013||< 1|
|Full-time Education||Ballston Spa, NY||Sep 2012 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management183,481MILLIONS
Total Number of Accounts423,124ACCOUNTS
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.