Matthew Thompson

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

• 08/2023 → 09/2024
  Potomac Financial Private Client Group
  Reston, VA
• 05/2022 → 12/2022
  Carradice Wealth Advisors
  Woodbridge, VA
• 05/2021 → 12/2021
  Pharmmerica
  Leesburg, VA
• 01/2020 → 12/2021
  Instacart
  Leesburg, VA
• 05/2019 → 08/2019
  Animal Au Paws
  Purcellville, VA
• 06/2018 → 09/2018
  Stoneleigh Golf And Country Club
  Round Hill, VA
• 08/2015 → 07/2019
  Student
  Purcellville, VA
• 07/2019 → 07/2020
  Radford University
  Radford, VA
• 07/2020 → 07/2023
  Virginia Tech
  Purcellville, VA
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Woodbridge, VA

Previous Registrations

• 2024-03-05 → 2024-09-18
  Commonwealth Financial Network
  Reston, VA

Other Businesses

Business Ownership; Just Chippys LLC; Co-owner; A bakery business that just sells cookies. I will not be promoting this business as it has its own social media. None of my personal social media accounts will be promoting.; 1137 Westchester Ave, APT 213, White Plains, NY, 10604; Not Investment-Related; 03/01/2026; 20 to 39 hours per month; 0 during trading hours. Outside Employment; VMCK Associates, Inc.; Paraplanner; Compensation through advisors S corp. VMCK.; 100 Summit Lake Drive, , Valhalla, NY, 10595; Investment-Related; 10/15/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04

Other Names

• Matthew Roy Thompson