Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
27yrs
Grady West
Financial advisor at RBC Capital Markets
Based in Houston, Texas, Grady West is a fiduciary financial advisor with 27 years of industry experience. Grady has been with RBC Capital Markets since 2026; before that, Grady spent three years at Wells Fargo Advisors and 14 years at Merrill. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 19% by experience in Texas
Office750 Town And Country Blvd Suite 325 & 175, Houston, TX 77024
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowRBC Capital Markets, LLCCurrent firm
- 2023 – 2026
- 2023 – 2026Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2023MerrillPreviously
Contact Grady
(212) 858-7000Firm headquarters in New York, NY. Ask for Grady. 750 Town And Country Blvd Suite 325 & 175Houston, TX 77024Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Grady
Tailored to Grady’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Grady
How do I contact Grady?
Call RBC Capital Markets at (212) 858-7000 and ask for Grady West. Grady works from the Houston, TX office.
How long has Grady been a financial advisor?
Grady has been in the industry since 1999, about 27 years. Top 19% by experience in Texas.
What licenses does Grady hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Grady a fiduciary?
Grady is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grady paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Grady for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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