Karyn Chamerda Cavanaugh

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

• 11/2020 → Present
  Ameriprise Financial Services, Llc
  Myrtle Beach, SC
• 08/2010 → 12/2019
  Voya
  New York, NY
• 01/2020 → 10/2020
  Unemployed
  Mount Pleasant, SC

Other Businesses

Real Estate Ownership; Lot/Land; 1653 Boston Grill Road, , Mount Pleasant, SC, 29466; Not Investment-Related; 12/15/2020 / Lot/Land; 1637 Boston Grill Road, , Mount Pleasant, SC, 29464; Not Investment-Related; 03/21/2024. Outside Employment; Carolinas Wealth Management Inc.; Chief Investment Officer - Financial Planning; ; 497 Bramson Court Suite 101-A, , Mount Pleasant, SC, 29464; Investment-Related; 11/30/2020; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-16

Designations

• Chartered Financial Analyst

Other Names

• Karyn Marie Chamerda