Robert Alexander Mccuiston

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

• 12/1990 → 03/2020
  Ameriprise Financial Services, Inc.
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boone, NC

Other Businesses

Board of Directors; Yonahlossee Home Owners Association; Board Memeber; 100 Saratoga, , Boone, NC, 28607; Not Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-04-17
• S65 Uniform Investment Adviser Law Examination
  1991-04-17

Other Names

• Rob Mccuiston
• Robert Alexander Mccuiston
• Robert Alexander Mc Cuiston