Mark Joseph De Celle

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Great Barrington, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Great Barrington, MA

Other Businesses

Real Estate Ownership; Multi-Family; 83 Castle ST, , Great Barrington, MA, 01230; Investment-Related; 08/15/2013. Business Ownership; Lake Shore LLC; Owner; Real Estate; PO Box 531, , East Otis, MA, 01029; Not Investment-Related; 02/15/2012; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Great Barrington Rotary/Rotary International; Board Member; PO Box 565, , Great Barrington, MA, 01230; Not Investment-Related; 03/15/2004; 10 to 19 hours per month; 1 to 9 during trading hours / Barrington Square Condo Association; Board member; 80 Maple Avenue, , Great Barrington, MA, 01230; Not Investment-Related; 06/15/2008; 1 to 9 hours per month; 1 to 9 during trading hours / Driftwood Shores Community Association; Vice President; Driftwood Shores, , Tolland , MA, 01034; Not Investment-Related; 05/25/2007; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-03
• S63 Uniform Securities Agent State Law Examination
  1988-03-18

Other Names

• Mark Joseph Decelle