Douglas Stuart Sunday

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.
  Cockeysville, MD
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Cockeysville, MD

Other Businesses

Real Estate Ownership; Multi-Family; 38287 Cardinal Lane Unit 133Selbyville, DE 19975, , Selbyville, DE, 19975; Investment-Related; 04/01/2016. Outside Employment; Sundays In The Woodshop- Etsy Shop; co-owner - make wooden items on weekends in garage or basement for wife to sell in Etsy shop; Etsy shop to sell small woodworking items.; 531 Penny Lane, , Cockeysville, MD, 21030; Not Investment-Related; 12/09/2020; 1 to 9 hours per month; 0 during trading hours / J&R Jurgensen Inc; Financial Sales to Ameriprise Clients; Manage advisory business; 11350 McCormick Rd, , Hunt Valley, MD, 21031; Investment-Related; 01/24/2025; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-01-24
• S65 Uniform Investment Adviser Law Examination
  1995-12-29