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Alex Shirley

Ameriprise Financial Services, LLC

Long Branch, NJ

Mount Laurel, NJ

CRD 7552159

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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
NY RA APPROVED 2026-03-20
PA RA APPROVED 2026-03-20
NJ RA APPROVED 2026-03-19
  • NY RA
    APPROVED
    Since 2026-03-20
  • PA RA
    APPROVED
    Since 2026-03-20
  • NJ RA
    APPROVED
    Since 2026-03-19

Branch Locations

Long Branch, NJ • United States

3000 Atrium Way Ste 510, Mount Laurel, NJ 08054-3914 • 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
Marketkeep Towson MD 08/2021 05/2022
Borough Of Deal Deal NJ 08/2017 06/2021
Hollywood Country Club Deal NJ 07/2014 08/2021
Woody's Ocean Grille Tinton Falls NJ 11/2016 08/2018
Towson University Towson MD 01/2020 05/2022
Salad Shack Long Branch NJ 09/2018 01/2020
Uber Long Branch NJ 08/2020 06/2022
Valic Financial Advisors, Inc. Mount Laurel NJ 08/2022 03/2026
Agia Houston, TX 01/2023 03/2026
Ameriprise Financial Services, Llc Mount Laurel NJ 03/2026 Present
  • 08/2021 → 05/2022
    Marketkeep
    Towson, MD
  • 08/2017 → 06/2021
    Borough Of Deal
    Deal, NJ
  • 07/2014 → 08/2021
    Hollywood Country Club
    Deal, NJ
  • 11/2016 → 08/2018
    Woody's Ocean Grille
    Tinton Falls, NJ
  • 01/2020 → 05/2022
    Towson University
    Towson, MD
  • 09/2018 → 01/2020
    Salad Shack
    Long Branch, NJ
  • 08/2020 → 06/2022
    Uber
    Long Branch, NJ
  • 08/2022 → 03/2026
    Valic Financial Advisors, Inc.
    Mount Laurel, NJ
  • 01/2023 → 03/2026
    Agia
    Houston,, TX
  • 03/2026 → Present
    Ameriprise Financial Services, Llc
    Mount Laurel, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Shirley Alex
  • Aj Shirley
  • Alex Shirley
  • Alex John Shirley

View on SEC IAPD

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