Richard Kerry Weiss

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Cranberry Township, PA
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Canonsburg, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Washington, PA

Previous Registrations

• 2006-11-13 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Cranberry Township, PA

Other Businesses

Business Ownership; Richard Weiss Photography; ; sports photography; 121 Lyndhurst Cr Wexford PA 15090, ,; ; ; 1 to 9 hours per month; . Outside Employment; Poach, Koury & Associates; 1099 employee; Manage advisory business; 1150 Washington Rd, 1150 Washington Rd, Washington, PA, 15301; Investment-Related; 09/05/2021; 60 hours per month; 60 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-16
• S63 Uniform Securities Agent State Law Examination
  1984-06-05

Other Names

• Rich Weiss