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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-11 |
| PA | RA | APPROVED | 2009-10-30 |
Branch Locations
4055 Monroeville Blvd Ste 430, Monroeville, PA 15146-2522 • United States
Harrison City, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pittsburgh | PA | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Monroeville | PA | 03/2020 | Present |
Business Ownership; Monroeville Financial Advisors, LLC; President; LLC for the purpose of leasing space; 4055 Monroeville Blvd. Suite 430Monroeville, Pa 15146, ,; Not Investment-Related; 08/01/2013; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-15 |
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