Christopher Newbold Robinson

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

• 09/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Portland, ME
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Portland, ME

Previous Registrations

• 2009-06-01 → 2015-09-23
  Morgan Stanley
  Portland, ME
  Portland, ME
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Portland, ME
  New York, NY
  Portland, ME
• 2002-08-05 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Portland, ME

Other Businesses

Board of Directors; SailMaine; President; 58 Fore Street, ,; ; 05/01/1996; 1 to 9 hours per month; 0 during trading hours / Skerryvore Foundation Inc.; President; 164 Foreside Road, , Falmouth, ME, 4105; Investment-Related; 11/20/2020; 1 to 9 hours per month; 0 during trading hours / Widgeon Point Charitable Foundation; Director; 101 Park Avenue 17th, Fox Rothschild, New York, NY, 10178; Investment-Related; 02/26/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Widgeon Point Charitable Foundation; Treasurer - Officer of the foundation, Investment decisions and Charitable Giving; Private Family Charitable Foundation; 101 Park Avenue 17th, Fox Rothschild, New York, NY, 10178; Investment-Related; 12/16/2022; 20 to 39 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-01
• S63 Uniform Securities Agent State Law Examination
  1995-12-06