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Zachary Armstrong

Ameriprise Financial Services, LLC

Tampa, FL

CRD 7543491

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2022-12-16
  • FL RA
    APPROVED
    Since 2022-12-16

Branch Locations

209 S. Howard Ave, Tampa, FL 33606 • 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
OrganizationCityStateFromTo
Morgan Stanley Temple Terrace FL 05/2022 11/2022
Td Bank Port Richey FL 08/2018 05/2022
Culvers Restaurant Odessa FL 02/2017 05/2018
Hollister Clothing Company Clearwater FL 06/2016 01/2017
Ameriprise Financial Services, Llc Tampa FL 11/2022 Present
  • 05/2022 → 11/2022
    Morgan Stanley
    Temple Terrace, FL
  • 08/2018 → 05/2022
    Td Bank
    Port Richey, FL
  • 02/2017 → 05/2018
    Culvers Restaurant
    Odessa, FL
  • 06/2016 → 01/2017
    Hollister Clothing Company
    Clearwater, FL
  • 11/2022 → Present
    Ameriprise Financial Services, Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-11
  • S66 Uniform Combined State Law Examination
    2022-08-11
Other Names
  • Zachary T Armstrong
  • Zachary Armstrong

View on SEC IAPD

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