Suzanne Louisa Crociati

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

• 08/2003 → 09/2020
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 09/2020 → 09/2020
  Ameriprise Financial Services Inc
  Hyannis, MA
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Plymouth, MA
• 09/2020 → Present
  Ameriprise Financial Services, Llc.
  Plymouth, MA

Previous Registrations

• 2007-11-23 → 2020-10-26
  Janney Montgomery Scott Llc
  Boston, MA
  Boston, MA
  Hingham, MA
  Osterville, MA
  Osterville, MA

Other Businesses

Business Ownership; Sour Not Sorry Brewing; My husband, daughter and myself are all part owners in my son's brewery; Brewery; Main Street, , Plymouth, MA, 02360; Not Investment-Related; 11/10/2022; 0 hours per month; 0 during trading hours. Board of Directors; Women's Initiative Team; Founder/ no board; 48 Jamies Path, , Plymouth, MA, 2360; Not Investment-Related; 12/01/2016; 1 to 9 hours per month; 0 during trading hours / Beta Eta Of Sigma Kappa Advisors; Sorority Advisor; 19 Allen Street, , Amherst, MA, 01004; Not Investment-Related; 02/28/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-14
• S63 Uniform Securities Agent State Law Examination
  1991-06-25

Other Names

• Suzanne Louisa Azerrad
• Suzanne Louisaazerrad Crociati
• Suzanne Louisa Azerrad