Robin Patricia Lewandowski

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

• 05/2009 → 03/2021
  Citizens Securities, Inc.
  Depew, NY
• 03/2021 → 06/2024
  Securities America, Inc.
  Buffalo, NY
• 03/2021 → 06/2024
  Securities America Advisors
  Buffalo, NY
• 11/2025 → Present
  Ameriprise Financial Services, Llc
  Orchard Park, NY
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Williamsville, NY

Previous Registrations

• 2024-06-14 → 2025-11-20
  Osaic Wealth, Inc.
  Pittsford, NY
  Orchard Park, NY
  Clarence Center, NY
• 2021-03-20 → 2024-06-14
  Securities America Advisors, Inc.
  Orchard Park, NY
  Buffalo, NY
• 2017-08-09 → 2021-03-22
  Citizens Securities, Inc.
  Williamsville, NY
  Amherst, NY
  West Seneca, NY
  West Seneca, NY
  Amherst, NY
  Amherst, NY
  Buffalo, NY
  Lockport, NY
  Buffalo, NY
  Lockport, NY
  Syracuse, NY
  Depew, NY
  Amherst, NY
  West Seneca, NY
  Orchard Park, NY
  Cheektowaga, NY
  West Seneca, NY
  Cheektowaga, NY
  Depew, NY

Other Businesses

Outside Employment; CNB; FINANCIAL ADVISOR; Financial Planning; 3049 Orchard Park Road, , Orchard Park, NY, 14127; Investment-Related; 11/17/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-04
• S63 Uniform Securities Agent State Law Examination
  1994-09-19

Other Names

• Robin Patricia Lewandowski
• Robin P Lewandowski
• Robin Lewandowski