Angelo Dominick Catalano

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

• 03/2008 → 07/2021
  Pnc Investments
  Pittsburgh, PA
• 07/2021 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 07/2021 → 02/2025
  Bank Of America, N.A.
  Philadelphia, PA
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Conshohocken, PA

Previous Registrations

• 2021-07-06 → 2025-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Exton, PA
• 2007-06-12 → 2021-07-15
  Pnc Wealth Management Llc
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
• 2005-12-09 → 2006-10-24
  Ameriprise Financial Services, Llc
  West Chester, PA
  West Chester, PA

Other Businesses

Independent Insurance Brokering; Symetra; 04/01/2010; Universal Life / Transamerica; 05/16/2025; Term Life. Other Business Activities; Music; I play music as a hobby. Sometimes I earn income from it.; 420 Shirtz Farm Ln, , Malvern, PA, 19355; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-27

Designations

• Certified Financial Planner

Other Names

• Nick Catalano