Nicholas Craig Adamson

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Richardson, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Business Ownership; Elevation Management Services, LLC.; Co-owner; Manage Ameriprise Business; 6860 Dallas Parkway, Suite 550, Plano, TX, 75024; Investment-Related; 12/12/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Lit-Industry LLC; I will serve as registered agent and member.; The business will supply vending machines and video games to bars and clubs.; 9222 Homestead Ave, , Lubbock, TX, 79424; Not Investment-Related; 03/08/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Dallas Symphony; Member - Board of Governors; 2301 Flora Ave. Dallas, TX 75201, ,; Not Investment-Related; 10/29/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Elevation Managment Services; Co-owner; Manage advisory business; 6860 Dallas Parkway, Suite 550, Plano, TX, 75024; Not Investment-Related; 06/07/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-18
• S63 Uniform Securities Agent State Law Examination
  1999-11-19

Other Names

• Nicholas Graig Adamson
• Nicholas Graig Adamson