Vadim Matatov

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.
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Real Estate Ownership; Marriott Vacations Worldwide (Timeshare Vacation Property); 9002 San Marco Court, , Orlando, FL, 32819; Not Investment-Related; 07/16/2022. Business Ownership; Generational Consulting Services, LLC; Co-owner; Manage Ameriprise Business; 5440 Corporate Dr. Ste 205, , Troy, MI, 48098; Investment-Related; 07/01/2020; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Generational Consulting Services, LLC.; Co-owner; Manage advisory business; 5440 Corporate Dr. Ste 205, , Troy, MI, 48098; Investment-Related; 05/15/2020; 20 to 39 hours per month; 10 to 19 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-26
• S63 Uniform Securities Agent State Law Examination
  2000-05-26

Other Names

• Vadim Matatov