Francis Xavier Addonizio

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

• 02/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Auburndale, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boston, MA

Other Businesses

Real Estate Ownership; Single Family; 45 W 3rd St, #518, Boston, MA, 02127; Investment-Related; 06/01/2024. Business Ownership; FXA Bayberry 6 LLC; LLC to hold rental property; LLC for rental property; 45 W 3rd St #518, , Boston, MA, 2127; Not Investment-Related; 04/05/2021; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; James Galante; My brother-in-law has elected to designate me as custodian under the MA UTMA for minor beneficiaries named as secondary beneficiaries on his Ameriprise accounts; 11 Dennett RdMarblehead, MA 01945-3712 USA, ,; Investment-Related; 10/24/2016; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-16

Designations

• Certified Financial Planner