Robert William Alster

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

• 03/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Staten Island, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Other Businesses

Independent Insurance Brokering; First United America; 12/01/2014; / Aetna Health; 08/01/2018; / Empire Blue/Cross; 01/01/2020; / Oxford Health; 10/30/2014; Group / United Healthcare; 12/31/2014; .

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-08
• S63 Uniform Securities Agent State Law Examination
  2007-12-19

Designations

• Certified Financial Planner