Edgar Eduardo De La Cruz

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

• 03/2021 → Present
  Ameriprise Financial Services, Llc
  Merced, CA
• 04/2016 → 04/2021
  Smart & Final
  Merced, CA
• 08/2016 → 05/2020
  University Of California, Merced
  Merced, CA
• 04/2020 → 03/2021
  Instacart - Grocery Delivery
  Merced, CA
• 06/2019 → 04/2020
  Freddy's Kitchen Torteria
  Merced, CA

Other Businesses

Other Business Activities; Advisor for Merced High School LEO's Club; As advisor, help facilitate meetings, & group discussions but mainly provide resources to help realize their service projects.; 205 W Olive Ave, , Merced, CA, 95348; Not Investment-Related; 01/03/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-24

Other Names

• Edgar De La Cruz