Garrett Phillips

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 → Present
  Ameriprise Financial Services, Llc
  Severna Park, MD
• 11/2022 → 11/2022
  Newday Usa
  Fulton, MD
• 02/2022 → 09/2022
  Homebuyer Connections
  Fulton, MD
• 09/2021 → 02/2022
  Newday Usa
  Fulton, MD
• 05/2021 → 09/2021
  Federal House Restaurant
  Annapolis, MD
• 05/2020 → 05/2021
  Rise-Up Coffee Roasters
  Edgewater, MD
• 05/2019 → 08/2019
  Hamel Builders Inc
  Elkridge, MD
• 06/2018 → 08/2018
  Hamel Builders Inc
  Elkridge, MD
• 03/2016 → 08/2017
  Metropolitan Kitchen And Lounge
  Annapolis, MD
• 08/2017 → 05/2018
  Towson University
  Towson, MD
• 09/2018 → 05/2019
  Towson University
  Towson, MD
• 08/2019 → 05/2020
  Towson University
  Towson, MD

Other Businesses

Outside Employment; River Hills Consulting Services, LLC; Business Processor/Paraplanner; Manage advisory business; 740 Centre View Blvd, 5th Floor, Crestview Hills, KY, 41017; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-28