Stacia Makalani Murray

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Honolulu, HI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Honolulu, HI

Other Businesses

Real Estate Ownership; Single Family; 1519 Nuuanu Ave 1047, , Honolulu, HI, 96817; Not Investment-Related; 04/30/2021. Business Ownership; Suite 1400 LLC; Owner; Manage Ameriprise Business; 745 Fort Street, Suite 1400, 1901, Honolulu, HI, 96813; Investment-Related; 10/01/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Royal Hawaiian Properties, Inc.; Secretary; 1720 Ala Moana Blvd, Suite B2 Honolulu, HI 96815, ,; Not Investment-Related; 05/16/2018; 1 to 9 hours per month; 1 to 9 during trading hours / One Waterfront Towers; Board member; 425 South Street, , Honolulu, HI, 96813; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-09