Michael Joseph Desalvo

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

• 06/2016 → 11/2016
  Mass Mutual Life Insurance Company
  Fishkill, NY
• 07/2016 → 11/2016
  Mml Investors Services
  Fishkill, NY
• 08/2021 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY
• 11/2016 → 07/2017
  Up Web Development
  Peekskill, NY
• 07/2017 → 08/2021
  Tim White Home Improvements
  Seaford, NY
• 10/2019 → Present
  Desalvo International
  Lindenhurst, NY

Other Businesses

Business Ownership; DeSalvo International; Pricing, receiving inventory, shipping inventory, customer service; Online retail of home goods; 29 Linden St, , Lindenhurst, NY, 11757; Not Investment-Related; 07/22/2019; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Resource Management Partners; AFA - Meeting with clients; Working as AFA for an independent contractor.; 6900 Veterans Tpke, Suite 201, Syosset, NY, 11791; Investment-Related; 06/03/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-10
• S65 Uniform Investment Adviser Law Examination
  2015-09-30
• S63 Uniform Securities Agent State Law Examination
  2012-02-21

Other Names

• Michael J Desalvo
• Michael Desalvo