Timothy P Mccleerey

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

• 08/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Woodbridge, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Woodbridge, VA

Previous Registrations

• 2012-05-15 → 2012-08-07
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
  Mclean, VA
• 2010-04-29 → 2011-07-01
  Commonwealth Financial Network
  Fairfax, VA

Other Businesses

Outside Employment; Certainty of the Uncertainty, LLC; Employee; compensation received from an advisor owned entity established to manage the practice.; 12700 Black Forest Lane, , Woodbridge, VA, 22192; Investment-Related; 08/21/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-03

Other Names

• Tim Mccleerey