Phillip Patrick Sielatycki

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

• 01/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Cary, NC

Previous Registrations

• 2006-06-30 → 2009-01-16
  Banc Of America Investment Services, Inc.
  Raleigh, NC
• 2002-09-17 → 2006-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC

Other Businesses

Board of Directors; The Heart of Cary Association; At-Large Board Member; 209 S Academy St , , Cary , NC, 27511; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Band Together; Volunteer for Band Together. This is a local philanthropy that raises funds for the United Way by sponsoring a big-name rock concert and all proceeds are given to the United Way; 821 Wake Forest Rd., , Raleigh, NC, 27604; Not Investment-Related; 06/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-16
• S66 Uniform Combined State Law Examination
  1998-11-24

Other Names

• Phillip P Sielatycki
• Phil Sielatycki