Eric William Szczurowski

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.
  Melville, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Other Businesses

Business Ownership; 99-105 West Hoffman LLC; Owner; LLC Established to hold real estate investment.; 99-105 West Hoffman Ave, , Lindenhurst, NY, 11757; Not Investment-Related; 06/19/2025; 0 hours per month; 0 during trading hours / Bryant Park Consulting Group LLC; Owner; Consulting; 123 Majestic Drive, , Dix Hills, NY, 11746; Not Investment-Related; 06/23/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Certainty of Uncertainty, LLC; Employee of legal entity; compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Hwy, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-22

Designations

• Certified Financial Planner