William J Enriquez

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

• 08/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  West Palm Beach, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  North Palm Beach, FL

Previous Registrations

• 2009-06-01 → 2014-09-19
  Morgan Stanley
  W. Palm Beach, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  W. Palm Beach, FL
• 1995-02-09 → 2007-04-02
  Morgan Stanley Dw Inc.
  Wst. Plm Bch, FL
  W. Palm Beach, FL

Other Businesses

Real Estate Ownership; Single Family; 1829 North A Street, Apt 28, Lake Worth, FL, 33460; Investment-Related; 10/01/2004. Business Ownership; Advance Palm Beach, Inc; President/owner-used to help run Ameriprise Franchise business; S-corp business used as an entity to pay normal operating expenses of my existing practice; 301 Lake Shore Dr, Apt 301, Lake Park, FL, 33403; Not Investment-Related; 08/01/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-06
• S63 Uniform Securities Agent State Law Examination
  1991-09-18

Other Names

• Will Enriquez
• William James Enriquez