Gregory Michael Morra

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  New Hartford, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  New Hartford, NY

Other Businesses

Real Estate Ownership; Multi-Family; 43 Paris Road, , New Hartford, NY, 13413; Not Investment-Related; 08/31/2005. Board of Directors; RCIL Parent; Vice Chair; 131 Genesee St, , Utica, NY, 13501; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 0 during trading hours / RCIL Agency; vice chair; 131 Genesee St., , Utica, NY, 13501; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / RCIL AHIC; vice chair; 131 Genesee St., , Utica, NY, 13501; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / RCIL Foundation; Vice Chair; 131 Genesee St, , Utica, NY, 13501; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Management Consultants; financial advisor; afg for practice; Manage advisory business; 2290 East Ave, , Rochester, NY, 14610; Investment-Related; 05/12/2026; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-01-04