Robert Mark Ambrus

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

• 02/2003 → 07/2020
  Ambrus Holdings
  Staten Island, NY
• 08/2016 → 07/2020
  Hsbc Bank Usa, N.A.
  New York, NY
• 08/2017 → 07/2020
  Citigroup
  New York, NY
• 07/2020 → Present
  Ameriprise Financial Services, Llc
  New York, NY

Previous Registrations

• 2017-09-21 → 2020-07-24
  Citigroup Global Markets Inc.
  New York, NY
  Fort Lee, NJ
  New York, NY
  Fort Lee, NJ
• 2015-12-17 → 2017-09-19
  Hsbc Securities (Usa) Inc.
  New York, NY
  New York, NY
• 2013-04-05 → 2015-11-24
  Msi Financial Services, Inc.
  New York, NY
• 2007-01-08 → 2013-03-28
  Ameriprise Financial Services, Llc
  Red Bank, NJ
  New York, NY
  New York, NY

Other Businesses

Real Estate Ownership; Single Family; 2942 Tulip Street, , Philadelphia, PA, 19134; Not Investment-Related; 02/20/2003 / Multi-Family; 2518 N 17th Street, , Philadelphia, PA, 19132; Not Investment-Related; 05/14/2004 / Multi-Family; 14 East Logan Street, , Philadelphia, PA, 19144; Not Investment-Related; 09/22/2004 / Multi-Family; 1639 Diamond Street, , Philadelphia, PA, 19121; Not Investment-Related; 07/29/2005. Business Ownership; Ambrus Holdings LLC; over see property manager collecting rental income and maintenance of properties.; LLC to collect rental income.; 158 Ridgewood Avenue, , Staten Island, NY, 10312; Not Investment-Related; 02/12/2003; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Wyzant; Independent Tutoring. I inactivated the wrong OBA. BY mistake I made this OBA inactive.; Tutoring; 158 Ridgewood Ave, , Staten Island , NY, 10312; Not Investment-Related; 06/19/2023; 1 to 9 hours per month; 0 during trading hours / Study Smart Tutors; Tutor; Tutoring; 158 Ridgewood Ave, , Staten Island , NY, 10312; Not Investment-Related; 05/04/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Robert Ambrus
• Robert Mark Ambrus