Matthew
Sams

Ameriprise Financial Services, Inc

CRD#2475632
Investment Advisor
in Orlando, FL
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About this Advisor

Matthew Sams is a certified financial planner and chartered financial consultant based in Orlando, Florida. Currently a registered financial advisor at Ameriprise Financial Services, Inc, Sams has a notable 21 years of work experience. Sams maintains a Series 63 license, qualifying the advisor as a securities broker. Sams can operate in Florida. Sams has spent their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 161 other offices in the United States. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 accounts and retains more than 13,020 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

223 Pasadena Place
Orlando, FL 32803

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

FL Average: $5,289,111,388
Total Number of Employees

13,020

FL Average: 157
Total Number of Accounts

1,268,997

FL Average: 8,262
Average Account Size

$192,468

FL Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Matthew Sams Work History

Matthew has 21 years of experience.

1997 - Present (22 years)

Ameriprise Financial Services, Inc

Disclosures

Matthew Sams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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