Daniel Delmastro

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

• 02/2010 → 03/2020
  Ameriprise Financial Services, Inc.
  Detroit, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2008-11-20 → 2009-04-03
  Banc Of America Investment Services, Inc.
  Troy, MI
  Chicago, IL
  Troy, MI

Other Businesses

NAME OF BUSINESS: PIANO PERFORMANCE; TYPE OF BUSINESS: SMALL BUSINESS (E.G. DAYCARE OR FAMILY BUSINESS OR DESIGN), INDIVIDUAL PIANO PLAYING AT PUBLIC EVENTS (HOTELS LOUNGES, RECEPTIONS, DINNER PARTIES, RESTAURANTS). INVOLVING AMPF EMPLOYEES OR CLIENTS WILL NOT TAKE PLACE; NOT INVESTMENT RELATED ; OWNER/PROPRIETOR; HRS/MONTH: 0 - 20 ; INC: UP TO $10000; NO ACTIVITY INVOLVES AMERIPRISE CLIENTS; NO ACTIVITY LIKELY TO INTERFERE WITH RESPONSIBILITY TO COMPANY AND ITS CLIENTS; NO ACTIVITY LIKELY TO BE VIEWED BY CLIENTS OR PUBLIC AS AMERIPRISE ACTIVITY. NAME OF ACTIVITY: TROY FIREFIGHTER VOLUNTEERING; DATE ACTIVITY STARTED: 01/05/2015; RESPONDING TO TROY, MI FIRE RELATED EMERGENCIES; VOLUNTEER; HOURS DURING TRADING HOURS PER MONTH 0-20; NO INCOME; THIS ACTIVITY DOES NOT INCLUDE PROVIDING INVESTMENT ADVICE, CONDUCTING SECURITIES TRADING OR MANAGING THE ASSETS OF OTHERS; THIS DOES NOT INVOLVE AMERIPRISE CLIENTS; THIS ACTIVITY IS NOT LIKELY TO INTERFERE WITH RESPONSIBILITIES TO THE COMPANY AND ITS CLIENTS; THIS IS NOT AN AMERIPRISE ACTIVITY. NAME OF ACTIVITY: S.I.N.C UP-YOUNG PROFESSIONALS SOCIAL GROUP; DATE ACTIVITY STARTED 09/17/2015; EVENT PLANNING; ORGANIZE/HOST; DUTIES: ORGANIZE MONTHLY, AFTER WORK GATHERINGS FOR YOUNG PROFESSIONALS (25-40), MANAGING DONATIONS FROM GROUP MEMBERS, DONATIONS WILL BE REINVENTED IN THE GROUP THROUGH PURCHASE OF GIVEAWAYS AND VENUE RESERVATIONS; TOTAL HOURS PER MONTH 0-20; HOURS DURING TRADING HOURS PER MONTH 0-20; NO INCOME; THIS ACTIVITY DOES NOT INCLUDE PROVIDING INVESTMENT ADVICE, CONDUCTING SECURITIES TRADING OR MANAGING THE ASSETS OF OTHERS; THIS DOES NOT INVOLVE AMERIPRISE CLIENTS; THIS ACTIVITY IS NOT LIKELY TO INTERFERE WITH RESPONSIBILITIES TO THE COMPANY AND ITS CLIENTS; THIS IS NOT AN AMERIPRISE ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-17
• S63 Uniform Securities Agent State Law Examination
  2005-01-28

Other Names

• Daniel J Delmastro
• Daniel John Delmastro