John Peter Merendino

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.
  Westbury, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Scottsdale, AZ

Other Businesses

Business Ownership; 41 Tarpon Rd LLC.; Co-owner; Real Estate; 41 Tarpon Rd, , East Quogue , NY, 11942; Not Investment-Related; 08/09/2024; 0 hours per month; 0 during trading hours / Merendino Holdings LLC; Owner; Manage Ameriprise Business; 9443 E Hidden Spur Trail , , Scottsdale, AZ, 85255; Investment-Related; 07/27/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; The Circle of Trust; Writing a book that will be of general education in nature and will be distributed to the general public. Furthermore, not planning on mentioning Ameriprise by name, our team practice, contact information or solicit specific products.; 9443 E Hidden Spur Trail, , SCOTTSDALE, AZ, 85255; Not Investment-Related; 04/20/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-08