Robert Anthony Gildea

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

• 12/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Ellicott City, MD
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wilmington, DE

Other Businesses

Outside Employment; MNC Management Group LLC; AFA in Franchise Advisors Advisory practice (Bill Morgan 93738); Manage advisory business; 1601 Concord Pike, , Wilmington, DE, 19803; Investment-Related; 07/01/2024; 60 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-30

Other Names

• Robert Anthony Gildea