Trey Levasseur

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

• 12/2022 → 02/2024
  Equitable Advisors Llc
  New York, NY
• 05/2022 → 11/2022
  Country Club Limousine
  Holly, MI
• 06/2021 → 05/2022
  Subway
  Houghton, MI
• 08/2017 → 06/2021
  Michigan Technological University
  Houghton, MI
• 05/2019 → 01/2020
  Superior National Bank
  Hancock, MI
• 05/2018 → 08/2018
  Pinckney Chrysler Dodge Dealership
  Pinckney, MI
• 01/2015 → 08/2017
  Top Shelf Pub & Grub
  Brighton, MI
• 08/2013 → 08/2017
  Orchard Lake St. Marys
  West Bloomfield Twp, MI
• 04/2024 → Present
  Ameriprise Financial Services, Llc
  Grand Blanc, MI

Previous Registrations

• 2023-04-04 → 2024-02-13
  Equitable Advisors, Llc
  Troy, MI

Other Businesses

Outside Employment; Thomason & Associates LLC; I am an AFA under Alyssa Thomason and James Lang here at Ameriprise and my activities includes everything Ameriprise permits under the AFA role, but my compensation is through the LLC rather than from the Advisors Directly.; Manage advisory business; 1537 E Hill Rd Ste 150, , Grand Blanc, MI, 48439; Investment-Related; 04/22/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03

Other Names

• Trey Vincent Levasseur
• Trey Levasseur