Matthew Landry
Matthew Landry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 14 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
800 Bering Dr Ste 105, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2018Other Business ActivitiesSells Insurance
Matthew is an independent insurance broker for Symetra, selling universal life insurance since 2023. Matthew also owns Di11, LLC, paying himself a W-2 wage and contributing to a 401(k), spending a few hours per week on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Edward Jones
Edward JonesBroker
State Registrations10 states
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.