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Salvatore Alfano

Ameriprise Financial Services, LLC

Blue Bell, PA

CRD 2599583

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-06-17
  • PA RA
    APPROVED
    Since 2025-06-17

Branch Locations

790 Penllyn Blue Bell Pike Ste 300, Blue Bell, PA 19422 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 09/2013 06/2025
Ameriprise Financial Services Llc Blue Bell PA 06/2025 Present
Previous Registrations
  • 2014-01-06 → 2025-06-18
    St Louis, MO
    Phoenixville, PA
    King Of Prussia, PA
Other Businesses

Outside Employment; Double K Group, LLC; FA; I'm an FA that gets paid by Double K Group, LLC 790 Penllyn Blue Bell Pike Suite 300 Blue Bell, PA 19422; 790 Penllyn Blue Bell Pike, Suite 300, Blue Bell, PA, 19422; Investment-Related; 06/16/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-09
S65 Uniform Investment Adviser Law Examination 1997-10-06
S63 Uniform Securities Agent State Law Examination 1995-06-26
  • S66 Uniform Combined State Law Examination
    2013-11-09
  • S65 Uniform Investment Adviser Law Examination
    1997-10-06
  • S63 Uniform Securities Agent State Law Examination
    1995-06-26
Designations
  • Certified Financial Planner
Other Names
  • Salvatore Alfano
  • Salvatore Alfano
  • Salvatore Alfano
  • Sal Alfano

View on SEC IAPD

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