Matthew L Davies
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
2 statesRegistered 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, LLCSep 2025 to now
- UnemployedNov 2023 to Sep 2025
- Financial Engines Advisors L.L.C.Aug 2023 to Oct 2023
- Fidelity InvestmentsMar 2022 to Jul 2023
- UnemployedJul 2021 to Feb 2022
- HartfordApr 2021 to Jun 2021
- Quicken LoansOct 2020 to Mar 2021
- UnemployedJul 2020 to Sep 2020
- The Vanguard Group, Inc.Jan 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 5234527
- Firm CRD
- 6363