Matthew Dazey
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCOct 2021 to now
- DoordashJan 2020 to Nov 2021
- Goodwill IndustriesJun 2018 to Jan 2020
- Taste CateringJan 2017 to Apr 2018
- StudentJan 2012 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7459291
- Firm CRD
- 6363