Bryan Timothy Carey

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

• 06/2015 → 05/2022
  Citizens Securities, Inc.
  N Quincy, MA
• 05/2022 → Present
  Ameriprise Financial Services Llc
  Quincy, MA

Previous Registrations

• 2016-05-11 → 2022-05-31
  Citizens Securities, Inc.
  Braintree, MA
  Abington, MA
  Brockton, MA
  Brockton, MA
  East Weymouth, MA
  Braintree, MA
  East Weymouth, MA
  Weymouth, MA
  Boston, MA
  Quincy, MA
  Quincy, MA
  No Quincy, MA
  Weymouth, MA
  Quincy, MA
  Weymouth, MA
  Braintree, MA
  East Weymouth, MA
  Johnston, RI
  No Quincy, MA

Other Businesses

Business Ownership; Brilly Properties LLC; Co-owner; Real Estate; 45 Bayside Rd, , Quincy, MA, 02171; Investment-Related; 06/01/2021; 1 to 9 hours per month; 0 during trading hours / Brilly Pads LLC; Co-owner; Real Estate; 45 Bayside Rd, , Quincy, MA, 02171; Investment-Related; 03/12/2021; 1 to 9 hours per month; 0 during trading hours / M&M Tailwinds LLC; Owner; Manage Ameriprise Business; 1266 Furnace Brook Pkwy, STE 210, Quincy, MA, 02169; Investment-Related; 01/03/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; M&M Tailwinds LLC; Owner; Manage advisory business; 1266 Furnace Brook Pkwy, STE 210, Quincy, MA, 02169; Investment-Related; 01/19/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-05
• S63 Uniform Securities Agent State Law Examination
  2012-02-22