Matthew Ryan Gunnip

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

• 04/2007 → 10/2023
  Morgan Stanley & Co., Incorporated
  Ft. Worth, TX
• 06/2009 → 10/2023
  Morgan Stanley Smith Barney
  Ft. Worth, TX
• 01/2015 → 10/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2023 → 10/2023
  Ameriprise Financial Services
  Plano, TX
• 01/2015 → 10/2023
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Plano, TX
• 10/2023 → Present
  Ameriprise Financial Services, Llc.
  Plano, TX

Previous Registrations

• 2009-06-01 → 2023-10-13
  Morgan Stanley
  Fort Worth, TX
  Southlake, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ft. Worth, TX
• 1998-01-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Worth, TX
  Ft.WOrth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-28
• S63 Uniform Securities Agent State Law Examination
  1997-08-01

Other Names

• Matt Gunnip
• Matthew Ryan Gunnip
• Matthew Gunnip