Mark Kuznitz

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

• 10/2009 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 12/2009 → 03/2023
  Bank Of America, Na
  Manasquan, NJ
• 03/2023 → Present
  Ameriprise Financial Services, Llc
  Red Bank, NJ

Previous Registrations

• 2009-10-23 → 2023-03-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lakewood, NJ
  Forked River, NJ
  Lakewood, NJ
  Lakewood, NJ
  Manasquan, NJ
  Red Bank, NJ
  Denver, NC
  Hickory, NC
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Lakewood, NJ
  Forked River, NJ
  Forked River, NJ
  Lakewood, NJ
  Lakewood, NJ
  Lakewood, NJ
• 2004-07-19 → 2004-10-20
  Quick & Reilly, Inc.
  Lakewood, NJ

Other Businesses

Real Estate Ownership; Single Family; 6907 East Beach Drive, , Oak Island, NC, 28465; Investment-Related; 09/01/2020.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-16
• S63 Uniform Securities Agent State Law Examination
  1996-05-28

Other Names

• Mark Todd Kuznitz