ChooseAFinancialAdvisor.com
Advisors / New York / Corning
11yrs

Matthew Smith

Financial advisor at Ameriprise Financial Services

Matthew Smith has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Corning, New York. Matthew has been with Ameriprise Financial Services since 2021. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 38 advisors with offices in Corning, and one of 30 fiduciaries.

Corning, NY 14830Fiduciary advisor
Call the officeDirections

At a glance

Experience11 years (since 2016)
How that compares ?11 years in the industry
Office8 Denison Parkway E Suite 405, Corning, NY 14830
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Matthew

How do I contact Matthew?

Call Matthew’s local office at (607) 962-8430 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Matthew Smith.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 2016, about 11 years. 11 years in the industry.

What licenses does Matthew hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

John G. Ullman & Associates
42yrs
Karen Meriwether
Financial advisor
51 E Market Street
Corning, NY 14830
Top advisor by experience in Corning
CFP®Fiduciary
Call Directions
John G. Ullman & Associates
38yrs
John Ullman
Financial advisor
51 East Market Street
Corning, NY 14830
Top 5% by experience in Corning
Fiduciary
Call Directions
John G. Ullman & Associates
38yrs
Thomas Snow
Financial advisor
51 East Market Street
Corning, NY 14830
Top 6% by experience in New York
Fiduciary
Call Directions
Merrill
35yrs
Mark Cornfield
Financial advisor
5 E Market St
Corning, NY 14830
Top 8% by experience at Merrill
Fiduciary
Call Directions
Burns Matteson Capital Management
34yrs
William Burns
Financial advisor
42 E. Market St.
Corning, NY 14830
Top advisor by experience at Burns Matteson Capital Management
CFP®ChFCFiduciary
Call Directions

See all advisors near Corning