Alana Lombardi

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

• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Pleasantville, NY
• 12/2023 → Present
  Maxim Management For Bmw Of North America
  Sykesville, MD
• 02/2023 → 12/2023
  Bank Of America Merrill Lynch
  Greenwich, CT
• 09/2022 → 12/2024
  Iona University
  New Rochelle, NY
• 09/2020 → 05/2022
  Lafayette College
  Easton, PA
• 09/2016 → 06/2020
  Briarcliff High School
  Briarcliff Manor, NY
• 06/2022 → 08/2022
  Unemployed
  Briarcliff Manor, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-12-17

Other Names

• Alana Lombardi
• Alana Antonietta Lombardi