Massimo Av Magliari

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Conshohocken, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA

Other Businesses

Business Ownership; PizzaBagel Properties, LLC; ID, buy and manage real estate investment holdings.; Multi-Family Real Estate Holding Company; 108 Muirfield Drive, , Blue Bell, PA, 19422; Investment-Related; 09/01/2015; 10 to 19 hours per month; 1 to 9 during trading hours / Kelman and Magliari Realty, LLC.; 50% contributor.; Owns and manages the building that we Kelman and Magliari Advisory Group operates; 2070 Butler Pike, , Plymouth Meeting, PA, 19462; Investment-Related; 08/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Kelman and Magliari Management Company; 50% contributor.; Manages the administrative aspect of our office.; 2070 Butler Pike, , Plymouth Meeting, PA, 19462; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Mitzvah Circle Foundation; Board of Director; 2562 Boulevard of the Generals #100, , Norristown, PA, 19403; Not Investment-Related; 05/19/2014; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-31
• S63 Uniform Securities Agent State Law Examination
  1997-11-14

Designations