Daniel Andrew White

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

• 04/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Limerick, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Limerick, PA

Other Businesses

Business Ownership; Hillside Maple LLC; Management of commercial real property; Real Estate Holding Company; 168 W Ridge Pike Suite 202, , Limerick, PA, 19468; Investment-Related; 05/10/2021; 1 to 9 hours per month; 0 during trading hours / Aspen Crest Development, LLC; Owner; Manage Ameriprise Business; 168 W Ridge Pike, Suite 202, Limerick, PA, 19468; Investment-Related; 07/01/2026; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Aspen Crest Development, LLC; Owner; Manage advisory business; 168 W Ridge Pike, Suite 202, Limerick, PA, 19468; Investment-Related; 07/01/2026; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-12