Christopher Thomas Dante Basile

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

• 02/2021 → Present
  Ameriprise Financial Services, Llc
  Gig Harbor, WA
• 11/2020 → 01/2021
  Juneau Tree Service
  Poulsbo, WA
• 09/2017 → 07/2020
  Health By Design
  Bremerton, WA
• 09/2000 → 07/2020
  Student
  Bremerton, WA
• 07/2020 → 11/2020
  Unemployed
  Port Orchard, WA

Other Businesses

Outside Employment; Heritage Wealth Advisors LLC; employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 04/10/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-25