Vincent Michael Magee

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

• 06/2009 → 07/2018
  Morgan Stanley
  Naples, FL
• 01/2015 → 07/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2018 → 03/2020
  Ameriprise Financial Services Inc
  Marco Island, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Marco Island, FL

Previous Registrations

• 2009-06-01 → 2018-07-31
  Morgan Stanley
  Naples, FL
  Naples, FL
  Marco Island, FL
• 2008-12-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  Naples, FL
• 1998-12-15 → 2008-12-10
  Raymond James & Associates, Inc.
  Marco Island, FL
  Marco Island , FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-20

Other Names

• Vincent Micheal Magee
• Vincent Micheal Magee