Matthew Gerald Graf

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Saddle Brook, NJ
• 08/1999 → Present
  Ameriprise Financial Service, Llc
  Caldwell, NJ

Other Businesses

Business Ownership; Longomont; Manager; Operational support; 333 Bloomfield Ave, Suite 302, , Caldwell , NJ, 07006; Investment-Related; 12/20/2021; 10 to 19 hours per month; 1 to 9 during trading hours / Fargam Inc.; Owner; Manage Ameriprise Business; 333 Bloomfield Ave, Suite 302, Caldwell, NJ, 07006; Not Investment-Related; 02/22/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Packanack Golf Club; President; 7 Osbourne Terrace, , Wayne, NJ, 07470; Not Investment-Related; 12/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; FARGAM Inc; Owner; Manage advisory business; 333 Bloomfield Ave, Suite 302, Caldwell, NJ, 07006; Investment-Related; 02/22/2024; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-12-14