Bridgette Chavis

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

• 05/2026 → Present
  Ameriprise Financial Services, Llc
  Las Vegas, NV
• 10/2015 → 08/2023
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 08/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2023 → 05/2026
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV

Previous Registrations

• 2023-10-06 → 2026-06-03
  Wells Fargo Clearing Services, Llc
  Las Vegas, NV
• 2018-07-13 → 2022-10-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-05-12 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05

Other Names

• Bridgette Noella Chavis
• Bridgette Chavis