Matthew Joseph Kennelly

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

• 08/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Westport, CT
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Southport, CT

Other Businesses

Board of Directors; Prospect Soccer Club Board; Secretary; 47 Waterbury Rd., Suite 4 PMB 333, Prospect , CT, 06712; Not Investment-Related; 12/15/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-09