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Benjamin V. Mehra

Ameriprise Financial Services, LLC

South Boston, MA

South Boston, MA

Boston, MA

CRD 8203195

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-12
NJ RA APPROVED 2026-05-05
  • TX RA
    APPROVED
    Since 2026-06-12
  • NJ RA
    APPROVED
    Since 2026-05-05

Branch Locations

South Boston, MA • United States

South Boston, MA • United States

60 State St, Suite 2100, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Llc Boston MA 01/2026 Present
Trc Companies Boston MA 02/2024 11/2025
Dgt Associates South Boston MA 11/2023 02/2024
Sweet Tomatoes Newton MA 06/2023 09/2024
University Of New Hampshire Durham NH 08/2019 05/2023
Newton North High School Newton MA 09/2015 05/2019
  • 01/2026 → Present
    Ameriprise Financial Services Llc
    Boston, MA
  • 02/2024 → 11/2025
    Trc Companies
    Boston, MA
  • 11/2023 → 02/2024
    Dgt Associates
    South Boston, MA
  • 06/2023 → 09/2024
    Sweet Tomatoes
    Newton, MA
  • 08/2019 → 05/2023
    University Of New Hampshire
    Durham, NH
  • 09/2015 → 05/2019
    Newton North High School
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Benjamin V. Mehra
  • Benjamin Vinay Mehra

View on SEC IAPD

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