Cole Palmeri

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

• 10/2025 → 12/2025
  Strategies For Wealth
  New York, NY
• 09/2025 → 11/2025
  Usa Prime Northeast- Hba
  Hamilton, NJ
• 08/2020 → 05/2024
  Colby College
  Waterville, ME
• 07/2025 → 07/2025
  The Alumni Baseball Camp
  Princeton, NJ
• 07/2024 → 07/2024
  The Alumni Baseball Camp
  Princeton, NJ
• 08/2024 → 05/2025
  University Of Richmond
  Richmond, VA
• 07/2023 → 07/2023
  The Alumni Baseball Camp
  Princeton, NJ
• 06/2025 → 06/2025
  Richmond Baseball Camps
  Richmond, VA
• 05/2023 → 08/2023
  Perfect Game Usa
  Hamilton, NJ
• 07/2022 → 07/2022
  The Alumni Baseball Camp
  Princeton, NJ
• 07/2021 → 07/2021
  The Alumni Baseball Camp
  Princeton, NJ
• 09/2016 → 06/2020
  The Hun School Of Princeton
  Princeton, NJ
• 05/2024 → 12/2024
  Doordash
  Hamilton, NJ
• 06/2019 → 08/2019
  Crivelli & Barbati
  Hamilton, NJ
• 08/2024 → 08/2024
  Hamilton Baseball Academy (Hba)
  Hamilton, NJ
• 08/2025 → 08/2025
  N/A
  Hamilton, NJ
• 06/2024 → 01/2025
  Rover
  Hamilton, NJ
• 12/2025 → 06/2026
  Park Avenue Securities
  New York, NY
• 12/2025 → 06/2026
  Guardian Life Insurance Company
  New York, NY
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  New York, NY

Previous Registrations

• 2026-02-02 → 2026-06-15
  Park Avenue Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-09

Other Names

• Cole Palmeri
• Cole Douglas Palmeri