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Michelle Beth Interlicchio

Ameriprise Financial Services, LLC

Melville, NY

West Babylon, NY

CRD 4359208

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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 2024-10-09
  • TX RA
    APPROVED_RES
    Since 2024-10-09

Branch Locations

445 Broadhollow Rd Ste 317, Melville, NY 11747-3601 • United States

West Babylon, NY • 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
Commonwealth Financial Network Waltham MA 01/2007 06/2022
The Seb Group New Hope PA 03/2005 12/2021
Newbridge Securities Corporation New York NY 09/2022 06/2024
Ameriprise Financial Services, Llc Melville NY 10/2024 Present
Unemployed West Babylon NY 07/2024 09/2024
  • 01/2007 → 06/2022
    Commonwealth Financial Network
    Waltham, MA
  • 03/2005 → 12/2021
    The Seb Group
    New Hope, PA
  • 09/2022 → 06/2024
    Newbridge Securities Corporation
    New York, NY
  • 10/2024 → Present
    Ameriprise Financial Services, Llc
    Melville, NY
  • 07/2024 → 09/2024
    Unemployed
    West Babylon, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-03-19
  • S63 Uniform Securities Agent State Law Examination
    2001-03-19
Other Names
  • Michelle Beth Israel

View on SEC IAPD

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