Edmund Michael Iannelli

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

• 06/2009 → 11/2019
  Morgan Stanley Smith Barney Llc
  Paramus, NJ
• 01/2015 → 11/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Saddle Brook, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Saddle Brook, NJ

Previous Registrations

• 2009-06-01 → 2019-11-11
  Morgan Stanley
  Paramus, NJ
  Paramus, NJ
• 2009-02-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ridgewood, NJ

Other Businesses

Other Business Activities; Hohokus Borough; Town Government - currently appointed as liaison to the recreation commission, deputy commissioner to the Ho-Ho-Kus Police Department, deputy commissioner to the Ho-Ho-Kus volunteer ambulance corps and as deputy chairperson for the shade tree/beautification committee; 333 Warren Ave, , hohokus, NJ, 07423; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-04
• S63 Uniform Securities Agent State Law Examination
  1990-10-09