Joseph Michael Figurelli

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

• 09/2016 → 02/2018
  Ey
  Pittsburgh, PA
• 02/2018 → 06/2018
  Unemployed
  Pittsburgh, PA
• 07/2018 → 03/2020
  Ameriprise Financial Services, Inc
  Monroeville, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Monroeville, PA

Other Businesses

Business Ownership; Zipmia LLC; Co Owner; Disregarded Entity; 7018 Fair Oaks Drive, , Export, PA, 15632; Not Investment-Related; 01/15/2021; 0 hours per month; 0 during trading hours / Tax Man Joe LLC; Owner; Tax Preparation; 7018 Fair Oaks Drive, , Export, PA, 15632; Not Investment-Related; 12/21/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Tax Man Joe LLC; Owner; Tax Preparation; 7018 Fair Oaks Drive, , Export, PA, 15632; Not Investment-Related; 12/21/2018; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-04