Joshua Schibi

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

• 01/2024 → Present
  Ameriprise Financial Services, Llc
  Bedford, NH
• 05/2023 → 11/2023
  Northwestern Mutual
  Hartford, CT
• 06/2021 → 09/2022
  Northwest Community Bank
  Litchfield, CT
• 06/2019 → 08/2023
  Regional School District #1
  Falls Village, CT
• 06/2017 → 08/2019
  Burlington Highway Department
  Burlington, CT
• 05/2001 → 06/2017
  Unemployed
  Burlington, CT

Other Businesses

Outside Employment; RPWM Partners, LLC; I am a Financial Advisor that works for Rise Private Wealth Management; Manage advisory business; 262 South River Rd Unit 201, , Bedford, NH, 03110; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23

Other Names

• Joshua Thomas Schibi
• Joshua Schibi