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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-11-07 |
Branch Locations
Little Egg Harbor Twp, NJ • United States
101 Crawfords Corner Rd Ste 1311, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Bedminster | NJ | 03/2010 | 11/2019 |
| Assisting Hands Of Mercer County (Home Health Care Serv.) | Princeton | NJ | 10/2017 | 11/2019 |
| Ameriprise Financial Services, Inc | East Brunswick | NJ | 11/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Holmdel | NJ | 03/2020 | Present |
Outside Employment; XCELERATE GROWTH LLC; Client relationship manager - I am paid a salary via the LLC; Manage advisory business; 101 Crawfords Corner Road, Suite 1311, Holmdel , NJ, 07733; Investment-Related; 12/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-12 |
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