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Robert Paul Greenwood

Ameriprise Financial Services, LLC

Voorhees, NJ

Medford, NJ

CRD 3092654

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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 2006-09-29
NJ RA APPROVED 2002-07-29
  • TX RA
    APPROVED_RES
    Since 2006-09-29
  • NJ RA
    APPROVED
    Since 2002-07-29

Branch Locations

1105 Laurel Oak Rd Ste 154, Voorhees, NJ 08043 • United States

Medford, NJ • 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
Ameriprise Financial Services, Inc. Voorhees NJ 09/2005 03/2020
Ameriprise Financial Services, Llc Voorhees NJ 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 201 North Street, , Cape May, NJ, 8204; Not Investment-Related; 05/01/2018. Independent Insurance Brokering; Met Life; 12/02/2009; Disability Income.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
Other Names
  • Robert Paul Greenwood

View on SEC IAPD

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