Michael Mcgee Poncet

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

• 06/2018 → Present
  Meadow Brook Club
  Jericho, NY
• 08/2024 → 12/2024
  Equitable Advisors, Llc.
  New York, NY
• 09/2021 → 05/2022
  Tpc River Highlands
  Cromwell, CT
• 01/2023 → 12/2023
  Aspen Skiing Company
  Snowmall, CO
• 05/2015 → 08/2020
  Glen Cove Golf Course
  Glen Cove, NY
• 08/2018 → 05/2022
  University Of Connecticut
  Storrs, CT
• 08/2014 → 06/2018
  St Dominic High School
  Oyster Bay, NY
• 04/2025 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY

Previous Registrations

• 2024-08-28 → 2025-04-24
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Outside Employment; Meadow Brook Club; Caddie/ Outside Operations; Caddie/ Outside Operations I carry members bags, provide shot-to-shot strategy, and maintain the practice facilities; 58 Cedar Swamp Rd, , Jericho, NY, 11753; Not Investment-Related; 05/18/2018; 10 to 19 hours per month; 0 during trading hours / Certainty of the Uncertainty, LLC; Employee (or contractor) of legal entity.; compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 04/21/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-17

Other Names

• Michael Poncet
• Michael Mcgee Poncet