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BMO Nesbitt Burns Securities Ltd.

● SEC registered since 2016CRD 281337SEC# 801-107176Toronto, Ontario
Export (members)
Reg. AUM
$1.2B
Employees
303
Accounts
1,330
Location
Toronto, Ontario

BMO Nesbitt Burns Securities Ltd. assets under management

BMO Nesbitt Burns Securities Ltd. is an investment advisory firm registered with the SEC based in Toronto, Ontario. The firm has been registered since 2016. It reports $1.2 billion in regulatory assets under management and employs 303 people.
uswealth.bmo.com/nesbitt-burns-securities-limited-disclosuresView on SEC.gov ↗

BMO Nesbitt Burns Securities Ltd. owners & executives

10 reported
NameTitleOwnershipSince
BMO Nesbitt Burns Inc. ControlSole ShareholderOver 75%1997
Bruce Aaron Ferman ControlChairman Of The BoardUnder 5%2016
Devanand Nmn Persaud ControlPresidentUnder 5%2023
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Frequently asked questions

How much does BMO Nesbitt Burns Securities Ltd. manage?

BMO Nesbitt Burns Securities Ltd. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does BMO Nesbitt Burns Securities Ltd. have?

BMO Nesbitt Burns Securities Ltd. reports 303 employees.

Where is BMO Nesbitt Burns Securities Ltd. located?

BMO Nesbitt Burns Securities Ltd. is based in Toronto, Ontario and has been SEC-registered since 2016.

Does BMO Nesbitt Burns Securities Ltd. disclose fund performance?

BMO Nesbitt Burns Securities Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 First Canadian Place, 41st Floor, Toronto, Ontario M5X 1A1
Phone416-624-5509
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyYes

Regulatory AUM

$1.2B▲ 28%
Jan '25 — $932MFeb '25 — $932MMar '25 — $932MApr '25 — $932MMay '25 — $932MJun '25 — $932MJul '25 — $932MAug '25 — $932MSep '25 — $932MOct '25 — $932MNov '25 — $932MDec '25 — $932MJan '26 — $1.2BFeb '26 — $1.2BMar '26 — $1.2BApr '26 — $1.2BMay '26 — $1.2BJun '26 — $1.2B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers

Assets under management

$1.2Bregulatory AUM
Discretionary $1.2B