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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-09 |
Branch Locations
800 Philadelphia St Box 220, Indiana, PA 15701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Pittsburgh | PA | 01/2016 | 04/2024 |
| Unemployed | Pittsburgh | PA | 04/2024 | 03/2025 |
| Ameriprise Financial Services, Llc | Indiana | PA | 12/2025 | Present |
| Janney Montgomery Scott Llc | Pittsburgh | PA | 03/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
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