Adam N Boyar

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2014-06-30

FL RA
APPROVED

Since 2014-06-30

Branch Locations

Boca Raton, FL • United States

980 N Federal Hwy Ste 442, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Boca Raton	FL	04/2014	03/2020
Ameriprise Financial Services, Llc	Boca Raton	FL	03/2020	Present

04/2014 → 03/2020

Ameriprise Financial Services, Inc.

Boca Raton, FL
03/2020 → Present

Ameriprise Financial Services, Llc

Boca Raton, FL

Other Businesses

Business Ownership; Boyar Group LLC; Owner; Manage Ameriprise Business; 305 NE 28th Terrace, , Boca Raton, FL, 33431; Investment-Related; 01/06/2025; 60 hours per month; 0 during trading hours. Outside Employment; Boyar Group LLC; Owner; Manage advisory business; 305 NE 28th Terrace, , Boca Raton, FL, 33431; Investment-Related; 03/19/2025; 60 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-28

S66 Uniform Combined State Law Examination

2014-06-28

View on SEC IAPD