William Stephen Matyi
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Ameriprise Financial Services, LLCAug 2025 to now
- UnemployedFeb 2025 to Jul 2025
- Voya Investment Management Co. LLCMay 2021 to Jan 2025
- Voya Investments Distributor, LLCMay 2021 to Jan 2025
- LPL Financial, LLCMar 2021 to May 2021
- Merit Financial Group, LLCMar 2021 to May 2021
- Clientwise, LLCApr 2019 to Mar 2021
- Fsc Securities CorporationAug 2018 to Mar 2019
- Prudential Investment Management Services LLCDec 2010 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 4365491
- Firm CRD
- 6363