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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-23 |
| CT | RA | APPROVED | 2022-03-18 |
Branch Locations
545 Long Wharf Dr Ste 501, New Haven, CT 06511 • United States
Madison, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snowden Lane Partners | New Haven | CT | 03/2016 | 03/2022 |
| Ameriprise Financial Services Llc | New Haven | CT | 03/2022 | Present |
Board of Directors; The Madison Jaycees; Board Member; PO Box 128, , Madison, CT, 6443; Not Investment-Related; 06/15/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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