Matthew Manfredi

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

• 07/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Monroeville, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hazle Township, PA

Other Businesses

Business Ownership; Manfredi and Associates; Owner; Manage Ameriprise Business; 123 Saint Charles Place, , Hazleton, PA, 18202; Investment-Related; 01/24/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Manfredi and Associates LLC; Owner; Manage advisory business; 123 Saint Charles Place, , Hazleton, PA, 18202; Investment-Related; 02/07/2024; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2016-09-15

Other Names

• Matthew Manfredi
• Matthew Joseph Manfredi