Marlo Anne Chambers

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

• 03/1994 → 07/2017
  Charles Schwab & Co., Inc.
  Barrington, IL
• 02/2005 → 07/2017
  Charles Schwab Bank
  Barrington, IL
• 08/2017 → 09/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 08/2017 → 09/2020
  Tiaa
  Chicago, IL
• 11/2020 → 10/2023
  Charles Schwab & Co., Inc.
  Barrington, IL
• 11/2020 → 10/2023
  Charles Schwab Bank Ssb
  Barrington, IL
• 11/2023 → 09/2025
  Morgan Stanley
  Barrington, IL
• 09/2025 → Present
  Ameriprise Financial Services, Llc
  Barrington, IL

Previous Registrations

• 2023-11-08 → 2025-09-05
  Morgan Stanley
  Barrington, IL
• 2020-12-03 → 2023-11-08
  Charles Schwab & Co., Inc.
  South Barrington, IL
  Northbrook, IL
• 2017-08-23 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 1999-04-08 → 2017-08-03
  Charles Schwab & Co., Inc.
  Schaumburg, IL
  Barrington, IL
  South Barrington, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-27
• S63 Uniform Securities Agent State Law Examination
  1993-10-27

Other Names

• Marlo A Quartana
• Marlo Anne Quartana