Paul Joseph Donato

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

• 03/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Barrington, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Barrington, IL

Previous Registrations

• 2007-05-29 → 2011-03-18
  Citigroup Global Markets Inc.
  Chicago, IL
  Long Island City, NY
  Palatine, IL
• 2003-03-11 → 2007-05-29
  Citicorp Investment Services
  Palatine, IL
  Palatine, IL
• 1998-10-01 → 2003-03-07
  Ameriprise Financial Services, Llc
  Rolling Meadows, IL

Other Businesses

Business Ownership; PD Partners; ; Corp is used to handle business expenses for financial planning practice; 40W735 Stonecrest Dr.Elgin IL 60124, ,; ; 03/11/2011; 1 to 9 hours per month; / Barrington 1531 Grove LLC; Manage Commercial Real Estate office for financial planning practice; Commercial Real Estate; 1531 S. Grove Unit 203, , Barrington, IL, 60010; Not Investment-Related; 01/04/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-29
• S63 Uniform Securities Agent State Law Examination
  1997-05-05

Other Names

• Paul J Donato