Stephen Theodore Meli

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.
  Allentown, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Allentown, PA

Other Businesses

Business Ownership; Sages; Owner and Chief Technician; Non financial personal services.; 5216 Wagon Wheel Dr., , Schnecksville, PA, 18078; Not Investment-Related; 03/01/2021; 10 to 19 hours per month; 0 during trading hours / STM Associates, LLC; Owner; Manage Ameriprise Business; 5100 W. Tilghman St, Suire 211, Allentown, PA, 18104; Investment-Related; 09/28/2023; 1 to 9 hours per month; 0 during trading hours / RIME Associates; Co-owner; Legal Entity for Office Expenses; 5100 Tilghman StreetSuite 211Allentown, PA 18104, ,; Not Investment-Related; 01/01/2000; 0 hours per month; 10 to 19 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-20
• S63 Uniform Securities Agent State Law Examination
  1995-04-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Steve Meli