Marc Frederick Strasser

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

• 03/1989 → 04/2019
  Gms
  Livingston, NJ
• 01/2008 → 04/2019
  Citigroup Global Markets Inc
  Boca Raton, FL
• 06/2009 → 04/2019
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2019-04-23
  Morgan Stanley
  Boca Raton, FL
• 2008-01-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
• 1989-07-03 → 2008-01-11
  Ubs Financial Services Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

Board of Directors; Jarc; member; 9832 Yamato Rd, , boca raton, FL, 33434; Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-05-30

Other Names

• Marc Frederick Strausser
• Marc Frederick Strasser
• Marc Fredrick Strasser