Matthew Sangalli (CRD# 6768278) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, OH and has over 5 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Worthington, OH | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Worthington, OH | Jul 2017 - Mar 2020 | 2 |
| Ameriprise | Worthington, OH | Mar 2017 - Jun 2017 | < 1 |
| The Ohio State University | Columbus, OH | Aug 2016 - May 2017 | < 1 |
| Hamilton Capital Management | Upper Arlington, OH | May 2016 - Mar 2017 | < 1 |
| Sheraton Hotel | Columbus, OH | Jun 2015 - Dec 2016 | 1 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2016 | 2 |
| Newton Hall, The Ohio State University | Columbus, OH | Jan 2014 - May 2015 | 1 |
| Techflex | Sparta, NJ | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- OH
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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