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Sean Gregory Stevenson

Ameriprise Financial Services, LLC

Winter Park, FL

Winter Park, FL

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-07-10
TX RA APPROVED 2017-07-07
  • FL RA
    APPROVED
    Since 2017-07-10
  • TX RA
    APPROVED
    Since 2017-07-07

Branch Locations

101 S New York Ave Unit 210, Winter Park, FL 32789 • United States

Winter Park, FL • 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
Morgan Stanley Winter Park FL 06/2009 07/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2017
Ameriprise Financial Services Inc Winter Park FL 07/2017 03/2020
Ameriprise Financial Services, Llc Winter Park FL 03/2020 Present
  • 06/2009 → 07/2017
    Morgan Stanley
    Winter Park, FL
  • 01/2015 → 07/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2017 → 03/2020
    Ameriprise Financial Services Inc
    Winter Park, FL
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Winter Park, FL
Previous Registrations
Other Businesses

Real Estate Ownership; Single Family; 9700 Little Gasparilla Island, , Placida, FL, 33946; Not Investment-Related; 12/01/2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-09-04
  • S66 Uniform Combined State Law Examination
    1998-09-04
Other Names
  • Sean G Stevenson

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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