Robert Walker Heagney

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

• 10/2006 → 10/2020
  Savona Financial Services
  Old Saybrook, CT
• 11/2013 → 10/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2020 → 10/2020
  Ameriprise Financial Services Inc
  New Haven, CT
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  New Haven, CT
• 10/2020 → Present
  Ameriprise Financial Services, Llc.
  New Haven, CT

Previous Registrations

• 2013-11-11 → 2020-10-06
  Cetera Wealth Services, Llc
  Tarrytown, NY
  New Haven, CT
• 2006-10-16 → 2013-11-08
  Harvest Capital Advisors, Llc
  Avon, CT

Exams

• S66 Uniform Combined State Law Examination
  2005-11-21