Christopher Michael Corea

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.
  Rochester, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rochester, NY

Other Businesses

Independent Insurance Brokering; MedAmerica; 11/08/2004; / MetLife; 01/01/2005; . Business Ownership; CADENCE ASSOCIATES, LLC, A NEW YORK LIMITED LIABILITY COMPANY; Administrator/Member; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 10/30/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Management Consultants, LLC; Consultant; Manage advisory business; 2290 East Ave., , Rocester, NY, 14610; Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-30

Designations

• Certified Financial Planner