Svetlana Vasilenko

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

• 11/2014 → 11/2016
  Charles Schwab
  Newport Beach, CA
• 11/2016 → 03/2021
  Unemployed
  Neport Beach, CA
• 03/2021 → 04/2024
  Fidelity Investments
  Woodland Hills, CA
• 04/2024 → 11/2025
  Unemployed
  Woodland Hills, CA
• 11/2025 → 04/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2025 → 04/2026
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 08/2022 → 04/2024
  Fidelity Personal And Workplace Advisors
  Woodland Hills, CA
• 03/2021 → 04/2024
  Fidelity Brokerage Services Llc
  Woodland Hills, CA
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Los Angeles, CA

Previous Registrations

• 2025-12-17 → 2026-04-03
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 2022-08-19 → 2024-05-23
  Fidelity Personal And Workplace Advisors
  Woodland Hills, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-15
• S63 Uniform Securities Agent State Law Examination
  2014-04-09

Other Names

• Svetlana Yuriyevna Vasilenko
• Svetlana Vasilenko