Amy Collier Garrison

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

• 09/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Greenville, SC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Greenville, SC

Previous Registrations

• 2012-05-02 → 2014-10-01
  Kestra Investment Services, Llc
  Charlotte, NC
  Greenville, SC
• 2009-04-07 → 2012-05-31
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 2008-02-05 → 2008-03-07
  Osaic Wealth, Inc.
  Greenville, SC
• 2005-07-12 → 2008-01-09
  Waddell & Reed
  Columbia, SC
  Greenville, SC
  Columbia, SC
  Charlotte, NC
  Greenville, SC
  Charlotte, NC
  Charlotte, NC

Other Businesses

Real Estate Ownership; Multi-Family; Harbor Dr N, , St Helena Island, SC, 29920; Investment-Related; 09/30/2020 / Commercial; 107 B Regency Commons Dr, , Greer, SC, 29650; Investment-Related; 11/17/2025. Business Ownership; Blue Butterfly Ventures, LLC; Owner; Manage Ameriprise Business; 107 B Regency Commons Dr, , Greer, SC, 29650; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Outside Employment; Blue Butterfly Ventures LLC; Owner; Manage advisory business; 107 B Regency Commons Dr, , Greer, SC, 29650; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-11
• S63 Uniform Securities Agent State Law Examination
  2002-03-21

Designations

• Certified Financial Planner

Other Names

• Amy Collier
• Amy D Collier
• Amy Diane Collier
• Amy Diane Garrison
• Amy Garrison