Anthony T Pol

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

• 03/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Sewickley, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Washington, PA

Other Businesses

Business Ownership; Poach, Koury & Associates. LLC; President; Manage Ameriprise Business; 1150 Washington Road, , Washington, PA, 15301; Investment-Related; 07/14/2010; 60 hours per month; 0 during trading hours / FORTIFY TAX; Co-owner; Tax Preparation; 1150 Washington Road, , Washington, PA, 15301; Not Investment-Related; 10/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; United Way of Washington and Greene Counties; Board Member; 70 E. Beau Street, Suite 400, Washington, PA, 15301; Not Investment-Related; 06/09/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Trinity Boys Lacrosse Association; Board Member; 40 Scenic Drive, , Washington, PA, 15301; Not Investment-Related; 06/10/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Poach, Koury, and Associates LLC; President - LLC is sued to pay operating expenses and W-2 income.; Manage advisory business; 1150 Washington Road, , Washington, PA, 15301; Investment-Related; 01/01/2020; 60 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-01

Other Names

• Anthony Pol
• Anthony Thomas Pol