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CRD 3045411
Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-25 |
| DE | RA | APPROVED | 2023-11-01 |
| NJ | RA | APPROVED | 2023-02-10 |
Branch Locations
1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043 • United States
401 Route 73 N Ste 200 10 Lake Center, Marlton, NJ 08053-3427 • United States
1896 Wrightstown Rd Ste 1, Washington Crossing, PA 18977-1322 • United States
525 Route 73 N Ste 215, Marlton, NJ 08053-3422 • United States
Marlton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Mt. Laurel | NJ | 01/2009 | 07/2019 |
| Lpl Financial, Llc | Mount Laurel | NJ | 07/2019 | 02/2023 |
| Gladstone Wealth Partners | Mount Laurel | NJ | 07/2019 | 02/2023 |
| Ameriprise Financial Services | Marlton | NJ | 02/2023 | 02/2023 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Marlton | NJ | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-19 |
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