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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
VA RA APPROVED 2023-11-24
  • VA RA
    APPROVED
    Since 2023-11-24

Branch Locations

12751 Marblestone Drive Suite 200, Woodbridge, VA 22192-8337 • United States

2901 Telestar Ct Ste 455, Falls Church, VA 22042 • United States

Alexandria, VA • 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
Suntrust Investment Services, Inc. Atlanta GA 03/2013 09/2023
Suntrust Bank Arlington VA 01/2013 09/2023
Suntrust Advisory Services Atlanta GA 09/2016 09/2023
Ameriprise Financial Services, Llc Woodbridge VA 11/2023 Present
Unemployed Alexandria VA 10/2023 11/2023
  • 03/2013 → 09/2023
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 01/2013 → 09/2023
    Suntrust Bank
    Arlington, VA
  • 09/2016 → 09/2023
    Suntrust Advisory Services
    Atlanta, GA
  • 11/2023 → Present
    Woodbridge, VA
  • 10/2023 → 11/2023
    Unemployed
    Alexandria, VA
Previous Registrations
  • 2016-09-27 → 2023-10-04
    Arlington, VA
    Washington, DC
    Arlington, VA
    Arlington, VA
  • 2013-03-04 → 2016-12-31
    Truist Investment Services, Inc.
    Arlington, VA
    Washington, DC
    Arlington, VA
    Arlington, VA
    Falls Church, VA
    Oakton, VA
    Arlington, VA
    Rockville, MD
  • 2008-01-04 → 2013-01-22
    Alexandria, VA
  • 2007-05-29 → 2007-11-15
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Washington, DC
  • 2003-08-11 → 2006-09-28
    Centreville, VA
    Centreville, VA
Other Businesses

Outside Employment; Mount Vernon Patriots Baseball; I will be the head baseball coach for the Mount Vernon Patriots 10U travel baseball team.; Head baseball coach with the Mount Vernon Patriots 10U travel team.; 5320 Pole Rd., , Alexandria , VA, 22121; Not Investment-Related; 07/10/2026; 20 to 39 hours per month; 0 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-08
S63 Uniform Securities Agent State Law Examination 2001-09-01
  • S65 Uniform Investment Adviser Law Examination
    2003-08-08
  • S63 Uniform Securities Agent State Law Examination
    2001-09-01
Other Names
  • Tucker Snyder
  • Tucker N/A Snyder

View on SEC IAPD

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