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Dean James Agelopoulos

Ameriprise Financial Services, LLC

Natick, MA

West Yarmouth, MA

CRD 1220490

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-05
  • TX RA
    APPROVED_RES
    Since 2026-01-05

Branch Locations

74 W Central St, Carriage House, 2Nd Floor, Natick, MA 01760 • United States

West Yarmouth, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Dedham MA 09/2005 03/2020
Ameriprise Financial Services, Llc Dedham MA 03/2020 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-06-12
  • S63 Uniform Securities Agent State Law Examination
    1984-06-12
Other Names
  • Dean Agelopoulos

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
DELTATERRA INVESTMENTS LLC
STRATEGIC WEALTH MANAGEMENT LLC

Nearby Investors

Anthony E Psikarakis
TIMOTHY ANDREW LE PAIN
WILLIAM MICHAEL WHELTON

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · NATICK, MA
COMMONWEALTH FINANCIAL NETWORK · NATICK, MA
DELTATERRA INVESTMENTS LLC · NATICK, MA

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