Logan W Shalmi

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

• 06/2013 → 10/2025
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 10/2025 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2013-10-21 → 2025-10-31
  Oppenheimer & Co. Inc.
  Boca Raton, FL

Other Businesses

Business Ownership; Grupo De Pacifico; Owner; Real Estate; 2212 Delray Ridge Lance, , Delray Beach, FL, 33444; Not Investment-Related; 10/03/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Homesafe; Board Member; 680 Ipswich St, , Boca Raton, FL, 33487; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-18