Steven D Varghese

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

• 04/2024 → Present
  Ameriprise Financial Services, Llc
  San Diego, CA
• 09/2023 → 06/2024
  University Of California, San Diego
  La Jolla, CA
• 06/2023 → 08/2023
  Ameriprise Financial Services, Llc
  Shreveport, LA
• 06/2022 → 08/2022
  Eaglestone Tax & Wealth Advisors
  Rockville, MD
• 11/2021 → 02/2022
  24 Hour Fitness
  San Diego, CA
• 06/2019 → 02/2020
  Hi-Five Sports
  Palo Alto, CA
• 08/2023 → 09/2023
  Unemployed
  San Diego, CA
• 09/2022 → 06/2023
  University Of California, San Diego
  La Jolla, CA
• 08/2022 → 09/2022
  Unemployed
  South San Francisco, CA
• 09/2021 → 06/2022
  University Of California, San Diego
  La Jolla, CA
• 06/2021 → 08/2021
  Mendocino Farms
  La Jolla, CA
• 08/2021 → 09/2021
  Unemployed
  San Diego, CA
• 09/2020 → 06/2021
  University Of California, San Diego
  La Jolla, CA
• 05/2020 → 08/2020
  3 Pigs Bbq
  San Mateo, CA
• 08/2020 → 09/2020
  Unemployed
  South San Francisco, CA
• 08/2019 → 06/2020
  Design Tech High School
  Redwood City, CA
• 08/2018 → 06/2019
  Design Tech High School
  Redwood City, CA
• 10/2019 → 01/2020
  Any Mountain
  Redwood City, CA
• 07/2018 → 08/2018
  Unemployed
  South San Francisco, CA
• 07/2018 → 07/2018
  Potomac Auto
  Laurel, MD
• 07/2018 → 07/2018
  Home Court Dmv
  Silver Spring, MD
• 06/2018 → 07/2018
  Unemployed
  South San Francisco, CA
• 09/2017 → 06/2018
  Design Tech High School
  Redwood City, CA
• 06/2017 → 09/2017
  Unemployed
  South San Francisco, CA
• 08/2016 → 06/2017
  Design Tech High School
  Redwood City, CA
• 08/2018 → 12/2018
  College Of San Mateo
  San Mateo, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21

Other Names

• Steven Varghese
• Steven Daniel Varghese