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Peter J Cocolaras

Ameriprise Financial Services, LLC

Manhasset, NY

Great Neck, NY

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-04
NY RA APPROVED 2021-07-16
  • TX RA
    APPROVED_RES
    Since 2026-03-04
  • NY RA
    APPROVED
    Since 2021-07-16

Branch Locations

Manhasset, NY • United States

111 Great Neck Rd Ste 213, Great Neck, NY 11021-5408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 06/2012 07/2021
Bank Of America, N.A. New York NY 10/2013 07/2021
Ameriprise Financial Services, Llc Great Neck NY 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-07
S63 Uniform Securities Agent State Law Examination 1993-10-12
  • S65 Uniform Investment Adviser Law Examination
    2000-12-07
  • S63 Uniform Securities Agent State Law Examination
    1993-10-12
Other Names
  • Peter J Cocolaras
  • Peter John Cocolaras

View on SEC IAPD

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