Matthew Willard Murphy

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

• 11/2002 → 03/2020
  Ameriprise Financial Services, Inc.
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Other Businesses

Business Ownership; Catherine Henry Co.; Owner and president - general oversight of the business; Cookie Cutters Haircuts for Kids franchise; 600 Redhill RoadHolly Springs, NC 27540, ,; Not Investment-Related; 01/02/2017; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Kimberlee M. O. LLC; COO - General oversight of business operations; ; 3513 Concord Pike, Suite 1000, , Wilmington, DE, 19803; Investment-Related; 01/01/2020; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; SFUMC Generosity Committee; Beginning 1/1/2026, I will serve on the Generosity Committee of Saint Francis United Methodist Chair. My role (committee chair) will be to coordinate the activities associated with the annual appeal to members to support the operations of the church through their tithes and gifts.; 2965 Kildaire Farm Road, , Cary, NC, 27518; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-11