Daeshelle Dowdell

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

• 01/2020 → 07/2022
  T. Rowe Price
  Owings Mills, MD
• 07/2018 → 01/2020
  Panera Bread
  Baltmore, MD
• 09/2017 → 07/2018
  Mission Bbq
  Glen Burnie, MD
• 09/2015 → 09/2017
  Dinosaur Bbq
  Baltimore, MD
• 07/2022 → Present
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Previous Registrations

• 2022-01-03 → 2022-08-02
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Other Businesses

Outside Employment; Brad Schwartz Wealth Management LLC; AFA; AFA; 300 Red Brook Blvd, Suite 320, Owings Mills, MD, 21117; Investment-Related; 07/25/2022; 40 to 59 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31
• S63 Uniform Securities Agent State Law Examination
  2020-11-20

Other Names

• Daeshelle Dowdell
• Daeshelle S Dowdell