Andrew William Chace

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

• 02/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Portsmouth, NH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rye, NH

Other Businesses

Business Ownership; Granite Quahog, LLC; Owner; Manage Ameriprise Business; 150 Lafayette Road Unit 14, , Rye, NH, 03870; Investment-Related; 02/27/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Child Advocacy Center of Rockingham County; Chairman of the Board of Directors; 100 Campus Dr. Suite 11, , Portsmouth, NH, 3801; Investment-Related; 05/17/2016; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-17

Designations

• Certified Financial Planner