Morgan Ann Hathaway

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

• 11/2022 → Present
  Ameriprise Financial Services, Llc
  San Francisco, CA
• 09/2021 → 06/2022
  Grade Potential Tutoring, Llc.
  Davis, CA
• 01/2020 → 09/2020
  Ubs
  San Francisco, CA
• 05/2018 → 10/2019
  Chow
  Lafayette, CA
• 09/2017 → 04/2018
  Chow
  Danville, CA
• 04/2015 → 06/2017
  Fieldhouse Sports Grill & Bar
  Danville, CA
• 09/2013 → 10/2016
  California High School
  San Ramon, CA
• 10/2016 → 06/2017
  Venture High School
  San Ramon, CA
• 09/2020 → 06/2022
  Uc Davis Student
  Davis, CA
• 06/2022 → 11/2022
  Caretaker
  Brentwood, CA
• 08/2018 → 06/2020
  Diablo Valley College Student
  Pleasant Hill, CA

Other Businesses

Board of Directors; Faraji House Board of Directors; Treasurer; 66 Franklin St, Ste 300, Oakland, CA, 94607; Not Investment-Related; 06/15/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-14

Other Names

• Morgan Ann Hathaway