Charles Rickey Webb

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

• 01/2025 → Present
  Ameriprise Financial Services, Llc
  Columbia, SC
• 07/2017 → Present
  Jefferson Moss-Magee Rehab
  Philadelphia, PA
• 03/2017 → 06/2017
  Good Shepherd Penn Partners
  Philadelphia, PA
• 06/2014 → 12/2016
  University Of Delaware Physical Therapy
  Newark, DE

Other Businesses

Real Estate Ownership; Multi-Family; 68-70 North Adams Street, , Pottstown, PA, 19464; Not Investment-Related; 03/24/2023. Business Ownership; 317-319 South Kennedy, LLC; Co-owner; Real Estate; 3414 Henry Avenue, , Philadelphia , PA, 19129; Not Investment-Related; 10/23/2020; 1 to 9 hours per month; 0 during trading hours / 226 West Early, LLC; Co-owner; Real Estate; 3414 Henry Avenue, , Philadelphia , PA, 19129; Not Investment-Related; 05/03/2022; 1 to 9 hours per month; 0 during trading hours / 114 East Ruddle, LLC; Co-owner; Real Estate; 3414 Henry Avenue, , Philadelphia , PA, 19129; Not Investment-Related; 05/03/2022; 1 to 9 hours per month; 0 during trading hours / 19-21 North Logan, LLC; Co-owner; Real Estate; 3414 Henry Avenue, , Philadelphia , PA, 19129; Not Investment-Related; 03/16/2021; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-23

Other Names

• Charles Rickey Webb