Matthew Glenwood Lewarne

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

• 06/2015 → 11/2019
  Wells Fargo Bank, Na
  Goose Creek, SC
• 10/2018 → 11/2019
  Wells Fargo Clearing Services, Llc
  Goose Creek, SC
• 11/2019 → 01/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2019 → 01/2020
  South Carolina Federal Credit Union
  Mount Pleasant, SC
• 01/2020 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Summerville, SC
• 01/2020 → 05/2024
  Bank Of America, N.A.
  Sommerville, SC
• 07/2024 → 01/2026
  Truist Investment Services, Inc
  Mt Pleasant, SC
• 07/2024 → 01/2026
  Truist Advisory Services, Inc
  Mt Pleasant, SC
• 01/2026 → Present
  The Huntington Investment Company
  Charleston, SC
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Charleston, SC

Previous Registrations

• 2024-07-18 → 2026-01-06
  Truist Advisory Services, Inc.
  Charleston, SC
• 2021-03-03 → 2024-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
  Summerville, SC
  Summerville, SC
  New York, NY
  Mount Pleasant, SC
  Charleston, SC
  Mount Pleasant, SC
  Charlotte, NC
  Summerville, SC
  Charleston, SC
• 2019-11-21 → 2020-01-15
  Cuso Financial Services, L.P.
  Mount Pleasant, SC
  San Diego, CA
• 2019-02-11 → 2019-06-04
  Wells Fargo Clearing Services, Llc
  Charleston, SC
  Goose Creek, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-10
• S63 Uniform Securities Agent State Law Examination
  2019-01-18

Other Names

• Matthew Lewarne
• Matthew Glenwood Lewarne
• Matthew G Lewarne