Andrew Peter Todaro

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-04-17
TX	RA	APPROVED	2025-04-17

ID RA
APPROVED

Since 2025-04-17
TX RA
APPROVED

Since 2025-04-17

Branch Locations

1324 Sherman Avenue, Coeur D Alene, ID 83814 • United States

Rathdrum, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Spokane	WA	12/2015	04/2025
Morgan Stanley Private Bank, N.A.	New York	NY	02/2016	04/2025
Ameriprise Financial Services, Llc	Coeur D Alene	ID	04/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	02/2016	Present

12/2015 → 04/2025

Morgan Stanley Smith Barney Llc

Spokane, WA
02/2016 → 04/2025

Morgan Stanley Private Bank, N.A.

New York, NY
04/2025 → Present

Ameriprise Financial Services, Llc

Coeur D Alene, ID
02/2016 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2016-02-25 → 2025-05-01

Morgan Stanley

Spokane, WA

Other Businesses

Business Ownership; Hyperion LLC; Owner; Manage Ameriprise Business; 1324 E Sherman Ave, , Coeur d'Alene, ID, 83814; Investment-Related; 03/21/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-25

S66 Uniform Combined State Law Examination

2016-02-25

View on SEC IAPD