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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-13 |
Branch Locations
7672 Oswego Rd, Liverpool, NY 13090 • United States
Baldwinscille, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Liverpool | NY | 06/2022 | 06/2022 |
| Cedarville University | Cedarville | OH | 08/2019 | 06/2022 |
| St. Joseph's Health | Syracuse | NY | 06/2021 | 08/2021 |
| Mackenzie-Childs, Llc | Fulton | NY | 06/2020 | 08/2020 |
| Aramark | Syracuse | NY | 06/2019 | 06/2023 |
| Ymca | Baldwinsville | NY | 03/2016 | 10/2018 |
| Binghamton University | Binghamton | NY | 08/2018 | 05/2019 |
| Baldwinsville Central School District | Baldwinsville | NY | 01/2011 | 05/2018 |
| Ameriprise Financial Services, Llc. | Liverpool | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-24 |
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