Irene Tata

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

• 10/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Rockville, MD
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rockville, MD

Other Businesses

Real Estate Ownership; Condominium; 8830 Piney Branch Road, #808 Silver Spring MD 20903, ,; ; 10/01/2010 / Single Family; 6604 100th Avenue, , Lanham, MD, 20706; Not Investment-Related; 08/14/2020 / condo; 4932 Sentinel Drive #102 , APT 402, BETHESDA, MD, 20816-3574; Not Investment-Related; 05/01/2016. Fiduciary Activities; Agent named in a health care directive or living will, standby #2 Trustee and the standby #4 Executor.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-12
• S63 Uniform Securities Agent State Law Examination
  1990-09-28