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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-09-28 |
| PA | RA | APPROVED | 2003-07-29 |
Branch Locations
4055 Monroeville Blvd Ste 430, Monroeville, PA 15146-2522 • United States
Export, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pittsburgh | PA | 10/1988 | 03/2020 |
| Ameriprise Financial Services, Llc | Monroeville | PA | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-08-24 |
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