Donald P Delmonte

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

• 08/2016 → 03/2018
  Guardian Life Insurance Co Of America
  New York, NY
• 08/2016 → 03/2018
  Park Avenue Securities Llc
  New York, NY
• 03/2018 → 04/2024
  Lincoln Financial Distributors
  Radnor, PA
• 04/2024 → Present
  Ameriprise Financial Services, Llcs
  Marlton, NJ

Previous Registrations

• 2013-03-01 → 2014-11-20
  Curian Capital, Llc
  Denver, CO

Other Businesses

Business Ownership; WHEDPD LLC; Co-owner; Manage Ameriprise Business; 1307 White Horse Rd, , Voorhees, NJ, 08055; Not Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Strategic Planning Committee - Medford Township Public School; This is a Committee created by the Medford Township School Districts Board of Education to bring in parents and members of the community to review data, discuss challenges and opportunities, and explore ways to strengthen our school for the future.; 137 Hartford Rd, , Medford, NJ, 08055; Not Investment-Related; 11/17/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-28
• S63 Uniform Securities Agent State Law Examination
  2007-08-20

Other Names

• Donald Delmonte
• Donald P Delmonte
• Donald Del Monte