MC
MC

Matthew Cizler

19 Years of Experience
Warrenton, VA
Broker

Matthew Cizler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Warrenton, VA, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

37 Main St, Ste 204, Warrenton, VA, 20186

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is the sole member of MAC Business LLC, established in 2019, which is used for tax and business expense purposes related to his financial advisor practice. He spends minimal time on this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2013 - Present · 13 yrs 4 mos
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 4 mos
Ameriprise Financial Services, LLC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2010 - January 2013 · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2010 - January 2013 · 2 yrs 10 mos
Wells Fargo Advisors, LLC
June 2008 - March 2010 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
June 2008 - March 2010 · 1 yr 9 mos
Citigroup Global Markets INC.
January 2007 - June 2008 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
November 2006 - June 2008 · 1 yr 7 mos
State Registrations24 states
AZCACODCDEFLIAINMAMDMEMIMNMONCNMNYOHPASCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.