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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2018-08-20 |
Branch Locations
500 N Broadway Ste 144, Jericho, NY 11753 • United States
Wantagh, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiercly Loyal Partenrs Llc | Wantagh | NY | 03/2016 | Present |
| Ameriprise Financial Services, Inc. | Jericho | NY | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Jericho | NY | 03/2020 | Present |
Business Ownership; Lido's Coffee; Owner; I started an online coffee business that dropships coffee directly to customers. I am only responsible for marketing. I pay a service to have the coffee packaged and shipped to customers so it is very hands off.; 3444 Carrollton Ave, , Wantagh, NY, 11793; Not Investment-Related; 02/17/2023; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-28 |
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