Kevin John Deangelis

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

• 02/2011 → 09/2020
  Bank Rhode Island & Bari Investment Services
  Warwick, RI
• 02/2011 → 09/2020
  Commonwealth Financial Network
  Waltham, MA
• 09/2020 → 09/2020
  Ameriprise Financial Services Inc
  Warwick, RI
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Cranston, RI
• 09/2020 → Present
  Ameriprise Financial Services, Llc.
  Cranston, RI

Previous Registrations

• 2011-02-07 → 2020-09-04
  Commonwealth Financial Network
  Warwick, RI
  Warwick, RI
• 1999-01-08 → 2011-02-08
  Citizens Securities, Inc.
  Warwick, RI
  Warwick, RI
  Warwick, RI

Other Businesses

Outside Employment; smiths tax service; tax preparer - preparing taxes; ; 1542 main st suite 3, , west warwick, RI, 02893; Not Investment-Related; 02/18/2022; 10 to 19 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-08
• S63 Uniform Securities Agent State Law Examination
  1994-01-25

Other Names

• Kevin John Deangelis
• Kevin J Deangelis