Sean D Blackwood

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

• 08/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Woodland Hills, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Agoura Hills, CA

Previous Registrations

• 2012-12-17 → 2015-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA

Other Businesses

Business Ownership; CrimsonCardinal, LLC; Oversee the operations of the company and service clients.; This is an operating company formed to manage our practice.; 29899 Agoura Road , Suite 112, Agoura Hills, CA, 91301; Not Investment-Related; 01/01/2022; 20 to 39 hours per month; 10 to 19 during trading hours. Outside Employment; CrimsonCardinal LLC; Financial Advisor - Rendering professional financial advisory services to clients of the practice.; Managing expenses and payroll for the Ameriprise practice.; 29899 Agoura Road, Suite 112, Agoura Hills, CA, 91301; Not Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-14

Other Names

• Sean Dewayne Blackwood