← Directory
BMO NESBITT BURNS SECURITIES LTD.
CRD 281337File 801-107176
APPROVED
Retail clients
Disclosure events
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$1.20B
Clients
1,086
1,330 accounts
Employees
303
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 9, 2016
- Principal office
- 1 FIRST CANADIAN PLACE, 41ST FLOOR, TORONTO, ONTARIO, M5X 1A1
- Phone
- 416-624-5509
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,330
- Non-discretionary accounts
- 0
- Total accounts
- 1,330
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 412 | $1.10B |
| Individuals (other than high net worth individuals) | 674 | $96.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.