Cherie Curry

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

• 06/2016 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
• 08/2017 → 03/2019
  Bank Of America, N.A.
  Farmington Hills, MI
• 06/2019 → 09/2020
  Pnc Investments
  Cleveland, OH
• 09/2020 → 08/2025
  J.P Morgan Securities Llc
  Cleveland Heights, OH
• 09/2020 → 08/2025
  Jpmorgan Chase Bank, N.A.
  Cleveland Heights, OH
• 04/2019 → 05/2019
  Unemployed
  Wixom, MI
• 08/2025 → Present
  Ameriprise Financial Services, Llc
  Dublin, OH

Previous Registrations

• 2020-10-16 → 2025-08-22
  J.P. Morgan Securities Llc
  Cleveland, OH
  South Euclid, OH
  Cleveland Heights, OH
  Westerville, OH
  Westerville, OH
  Westerville, OH
  New Albany, OH
• 2019-07-09 → 2020-10-05
  Pnc Wealth Management Llc
  Cleveland, OH
• 2017-01-24 → 2019-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Northville, MI
  Plymouth, MI

Exams

• S66 Uniform Combined State Law Examination
  2017-01-23
• S63 Uniform Securities Agent State Law Examination
  2016-01-28

Other Names

• Cherie Neveas Curry