Lisa London Wolf

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

• 11/2009 → 04/2018
  Ubs Financial Services Inc
  Boston, MA
• 01/2018 → 11/2019
  Coastal Capital Group, Inc.
  Danvers, MA
• 11/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Winchester, MA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Winchester, MA

Previous Registrations

• 2018-07-30 → 2019-11-21
  Timescale Financial, Inc.
  Danvers, MA
• 2008-01-16 → 2009-10-26
  Ameriprise Financial Services, Llc
  Hingham, MA

Other Businesses

Outside Employment; Watermelon Bay, LLC; Ameriprise business entity that employs and pays my salary for my work as an AFA at Ameriprise; Manage advisory business; 48 mt Vernon St. Suite 301, , Winchester, MA, 01890; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-30

Other Names

• Lisa Davenport London
• Lisa London Wolf
• Lisa Wolf