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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-31 |
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
Marshfield, MA • United States
25 Recreation Park Dr Ste 100, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 07/2012 | 03/2021 |
| Santander Securities, Llc | Dorchester | MA | 07/2016 | 08/2019 |
| Santander Securities, Llc | Dorchester | MA | 08/2019 | 03/2021 |
| Citizens Bank | Chestnut Hill | MA | 03/2021 | 08/2021 |
| Clarfeld Financial Advisors, Llc | Tarrytown | NY | 03/2021 | 07/2022 |
| Citizens Securities, Inc. | Chestnut Hill | MA | 08/2021 | 07/2022 |
| Morgan Stanley | Norwell | MA | 07/2022 | 10/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | 10/2025 |
| Ameriprise Financial Services Llc | Hingham | MA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
Board of Directors; Marshfield Chamber of commerce; general board member; 892 plain street, , Marshfield, MA, 02025; Not Investment-Related; 09/01/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-15 |
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