Alfred Zarroli

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.
  Mount Laurel, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Mount Laurel, NJ

Other Businesses

Board of Directors; Bestwork; Board Member and Chairman of New Business Development; olney ave suite 200, , cherry hill, NJ, 08003; Not Investment-Related; 11/19/2014; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-10

Designations

• Certified Financial Planner

Other Names

• Randy Zarroli
• Alfred Randy Zarroli