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Matthew Godfroy

Ameriprise Financial Services, LLC

Lawrenceville, NJ

Beach Haven, NJ

CRD 4801391

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2008-03-25
NJ RA APPROVED 2004-08-06
PA RA APPROVED 2004-08-06
  • TX RA
    APPROVED_RES
    Since 2008-03-25
  • NJ RA
    APPROVED
    Since 2004-08-06
  • PA RA
    APPROVED
    Since 2004-08-06

Branch Locations

100 Federal City Rd Ste C102, Lawrenceville, NJ 08648-1664 • United States

Beach Haven, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Lawrenceville NJ 08/2005 03/2020
Ameriprise Financial Services, Llc Lawrenceville NJ 03/2020 Present
Other Businesses

Real Estate Ownership; Multi-Family; 2010 South Bay Ave Fl 1, , Beach Haven, NJ, 8008; Not Investment-Related; 05/27/2017.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-30
  • S66 Uniform Combined State Law Examination
    2004-06-30
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
LPL FINANCIAL LLC
CURCIO WEBB LLC

Nearby Investors

JENNIFER ELISE CAYLO
JASON WILLIAM RICCARDO
ALISON DENIS LONGLEY

Nearby Offices

MORGAN STANLEY · Lawrenceville, NJ
MORGAN STANLEY · Lawrenceville, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · LAWRENCEVILLE, NJ

More in Lawrenceville, NJ

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