Matthew Romolo Rotella

Current Employers

Employment History

• 09/2005 → 11/2024
  Ameriprise Financial Services, Llc
  Riverdale, NJ
• 09/1999 → 11/2024
  Burklow & Rotella, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Global Advisory, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Advisory, Llc
  Riverdale, NJ
• 11/2024 → Present
  Steward Partners Investment Solutions, Llc
  Riverdale, NJ

Previous Registrations

• 2002-07-31 → 2024-11-19
  Ameriprise Financial Services, Llc
  Riverdale, NJ
  Riverdale, NJ
  Kinnelon, NJ

Other Businesses

Name of Outside Activity: Real Estate; Nature of Business: Real Estate Rental; City/State: Kinnelon NJ; Position/Title: Owner; List of Duties: Pay Bills; Start Date: 10/2024; 1 to 9 hrs/mo; 0 hrs/mo during trading hours; Not Investment Related. Name of Outside Activity: Real Estate; Nature of Business: Real Estate Rental; City/State: West Haven, CT; Position/Title: Owner; List of Duties: Pay Bills; Start Date: 05/2023; 1 to 9 hrs/mo; 0 hrs/mo during trading hours; Not Investment Related. Name of Outside Activity: 8 Vreeland Avenue LLC; Nature of Business: Real Estate Management; City/State: Kinnelon, NJ; Position/Title: Managing Member; List of Duties: General management of operations, rental income, bookkeeping; Start Date: 07/01/2014; 2 hrs/mo devoted to activity; 0 hrs/mo during trading hours; Not Investment Related. Name of Outside Activity: 73 Newark-Pompton Turnpike Associates, LLC; Nature of Business: Real Estate Management; City/State: Riverdale, NJ; Position/Title: Managing Member; List of Duties: General management of operations, rental management, bookkeeping; Start Date: 01/01/2011; 2 hrs/mo devoted to activity; 0 hrs/mo during trading hours; Not Investment Related. Name of Outside Activity: Burklow and Rotella, LLC; Nature of Business: Management Company; City/State: Riverdale, NJ; Position/Title: Managing Member; List of Duties: Pay bills and Manage closure of business; Start Date: 09/01/1999; 1 hr/mo; 0 hrs/mo during trading hours; Not Investment Related. Name of Outside Activity: MWTLC Associates, LLC ; Nature of Business: Management; City/State: Riverdale, NJ; Position/Title: Managing Member; List of Duties: General management of closing the company; Start Date: 02/01/2018; 1 hr/mo devoted to activity; 0 hrs/mo during trading hours; Not Investment Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-08
• S63 Uniform Securities Agent State Law Examination
  1994-11-28

Designations

Other Names

• Matt Rotella