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Michael William Figurelli

Ameriprise Financial Services, LLC

Monroeville, PA

Export, PA

CRD 1848954

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-09-28
PA RA APPROVED 2003-07-29
  • TX RA
    APPROVED
    Since 2006-09-28
  • PA RA
    APPROVED
    Since 2003-07-29

Branch Locations

4055 Monroeville Blvd Ste 430, Monroeville, PA 15146-2522 • United States

Export, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Pittsburgh PA 10/1988 03/2020
Ameriprise Financial Services, Llc Monroeville PA 03/2020 Present
Other Businesses

Business Ownership; Figurelli & Associates; ; Used to pay business expenses.; 4055 Monroeville Boulevard #430Monroeville, PA 15146, ,; ; 01/01/2008; 1 to 9 hours per month; / Monroeville Financial Advisors, LLC.; ; LLC for Office Rental Agreement and Expenses; Suite 430, Building One4055 Monroeville Blvd.Monroeville, PA 151, 46,; Not Investment-Related; 08/01/2013; 1 to 9 hours per month; 0 during trading hours / Zipmia, LLC.; Real Estate ownership; Real Estate holding for estate planning purposes; 7018 Fair Oaks Drive, , Export, PA, 15632; Not Investment-Related; 02/12/2015; 0 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-08-24
  • S63 Uniform Securities Agent State Law Examination
    1988-08-24
Designations
  • Certified Financial Planner
Other Names
  • Michael William Figurelli

View on SEC IAPD

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