Steven Howard Bright

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.
  Austin, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Austin, TX

Other Businesses

Real Estate Ownership; Single Family; 510 Dreamcatcher N, , Winter Park, CO, 80482; Not Investment-Related; 04/05/2024. Business Ownership; Prominent Team 360 LLC; Parnet; LLC formed by advisors to lease office space and collect rent from tennants. Covers office and staff expenses.; 8310 Capital of Texas Hwy Ste 360 Austin, TX 78731, ,; Not Investment-Related; 03/06/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-20