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Matthew Riley

17 Years of Experience
Raynham, MA
Broker

Matthew Riley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Raynham, MA, with 17 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

180 Paramount Dr, Ste 2, Raynham, MA, 02767

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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 involved with Net Flows LLC since 2016, dedicating 60 hours per month to this investment-related activity. This takes about 35-40% of Matthew's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2022 - Present · 3 yrs 6 mos
Ameriprise Financial Services, LLC
January 2009 - Present · 17 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 2009 - Present · 17 yrs 4 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Riley - Financial Advisor | TrueAdvisor