Gregory James Larson

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

• 06/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Bridgewater, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Bridgewater, NJ

Previous Registrations

• 2002-10-25 → 2015-06-23
  Ameriprise Financial Services, Llc
  Edison, NJ
  Somerville, NJ
  Bridgewater, NJ
• 2015-06-12 → 2015-06-23
  Private Advisor Group, Llc
  Bound Brook, NJ
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Other Names

• Greg Larson
• Gregory Larson