Renee' Martone-Cecil

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Sarasota, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Sarasota, FL

Other Businesses

Other Business Activities; Office Space Sharing; Beginning in January 2026 I will be sharing space with Allcott Capital Consulting Inc. The company does business lending through banks and the SBA. Charlie Allcott is a business lender and has been in banking for 40 plus years. He is no longer registered with FINRA. He held an insurance license too but no longer has one. I have 4 locked offices in my suite. Charlie will have his own office with signage and his own key. He will never have access to AMPF data as we shred in our own offices. There is no common shred. All of the desks lock in all offices. There is no shared office equipment and signage will be hung once approved by Compliance inside the office and outside the office. Thank you!; PO Box 3964, , Bartlesville , OK, 74006; Not Investment-Related; 01/01/2026; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-15

Designations

• Certified Financial Planner

Other Names

• Renee M Martone
• Renee Matonececil
• Renee Matone-Cecil
• Renee Martone-Cecil