Matthew Stewart Irving
Investment adviser representative at Raymond James (USA) Ltd
14 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
Are you Matthew Stewart Irving? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Raymond James (USA) Ltd.Nov 2023 to now
- Raymond JamesMar 2023 to now
- Royal Bank of CanadaSep 2021 to Dec 2021
- Work Safe BcJan 2020 to Apr 2020
- Simon Fraser UniversityJan 2019 to Dec 2022
- Seymour Golf and Country ClubMay 2018 to Dec 2022
- Capilano UniversitySep 2017 to Dec 2018
- Mcdonald's RestaurantAug 2016 to May 2018
- Thomas Aquinas High SchoolSep 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 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
- 7717490
- Firm CRD
- 25853