Kelly Hewitt

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

• 05/2022 → 02/2024
  Sanford C. Bernstein & Co
  Chicago, IL
• 12/2012 → 05/2022
  Northern Trust
  Chicago, IL
• 02/2024 → Present
  Ameriprise Financial Services, Llc
  Chicago, IL

Previous Registrations

• 2022-12-19 → 2024-02-12
  Alliancebernstein L.P.
  Chicago, IL

Other Businesses

Board of Directors; Ravenswood Community Services Board of Directors; Board Member; 4550 N Hermitage, , Chicago, IL, 60640; Investment-Related; 09/02/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-19