Matthew Voss
Investment adviser representative at RBC Rochdale, LLC
10 yearsExperience
1 stateRegistered in
$73BFirm assets
40 yearsFirm in business
Are you Matthew Voss? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- RBC Rochdale, LLCMar 2023 to now
- Cnr Securities, LLCNov 2022 to now
- Schroders Investment ManagementAug 2021 to Nov 2022
- Atlas SearchJun 2021 to Aug 2021
- Hurley Partners (acquired By Mattioli Woods)Sep 2017 to Apr 2021
- Full-time EducationSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7663582
- Firm CRD
- 117198