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Scott A Wilson

Ameriprise Financial Services, LLC

York, PA

Lancaster, PA

Mt Wolf, PA

CRD 3088773

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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:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-06-18
PA RA APPROVED 2012-05-15
  • TX RA
    APPROVED_RES
    Since 2020-06-18
  • PA RA
    APPROVED
    Since 2012-05-15

Branch Locations

3995 E Market St, York, PA 17402 • United States

30A E Roseville Rd, Lancaster, PA 17601 • United States

Mt Wolf, PA • 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
Ameriprise Financial Services, Inc. York PA 07/1998 03/2020
Ameriprise Financial Services, Llc York PA 03/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-20
S63 Uniform Securities Agent State Law Examination 1998-10-07
  • S65 Uniform Investment Adviser Law Examination
    2011-10-20
  • S63 Uniform Securities Agent State Law Examination
    1998-10-07
Other Names
  • Scott Wilson
  • Scott Allan Wilson

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
SAVANT WEALTH MANAGEMENT

Nearby Investors

JODY ANN WITHEROW
Noah Thomas Caler
WILLIAM S PANARO JR.

Nearby Offices

MORGAN STANLEY · York, PA
WELLS FARGO CLEARING SERVICES, LLC · YORK, PA
SAVANT WEALTH MANAGEMENT · York, PA

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