Ellen Alisse Geissal Morvant

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

• 07/2016 → 03/2020
  Ameriprise Financial Services, Inc.
  Metairie, LA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Metairie, LA

Other Businesses

Real Estate Ownership; Studio apartment; 1500 Crescent Dr, , New Orleans, LA, 70122; Not Investment-Related; 12/14/2024. Business Ownership; E Morvant Holdings LLC; Owner; Creating business entity to own my proportion of the partnership which underlies our team franchise. This will make me partial owner and I must receive an 1099 salary which I intend to run through an LLC.; 3939 N Causeway Blvd Suite 401, , Metairie, LA, 70002; Investment-Related; 02/01/2024; 60 hours per month; 60 during trading hours. Outside Employment; E Morvant Holdings LLC; Owner; Manage advisory business; 3939 N Causeway Blvd Suite 401, , Metairie, LA, 70002; Investment-Related; 02/01/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-20

Other Names

• Ellen Alisse Geissal