Charmaine Nytasha Linnea Davis

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

• 07/2017 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rehoboth Beach, DE
• 08/2016 → 07/2017
  Bb&T
  Ocean City, MD
• 11/2018 → 09/2021
  Bank Of America, N.A.
  Rehoboth Beach, DE
• 09/2021 → 10/2025
  Citizens Securities Inc.
  Smyrna, DE
• 10/2025 → Present
  Ameriprise Financial Services Llc
  Millsboro, DE

Previous Registrations

• 2021-09-20 → 2025-10-14
  Citizens Securities, Inc.
  Middletown, DE
  Bear, DE
  Wilmington, DE
  Smyrna, DE
  Seaford, DE
  Conshohocken, PA
  Milford, DE
• 2018-05-14 → 2021-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rehoboth Beach, DE
  Rehoboth Beach, DE
  Stone Mountain, GA
  Rehoboth Beach, DE
  Iselin, NJ
  Rehoboth Beach, DE

Other Businesses

Independent Insurance Brokering; Prosperity/USA Life; 10/01/2021; Fixed Annuity. Outside Employment; Guardian Advisors; Associate Advisor; Compensation from franchise advisor's legal entity; 28371 Dupont Blvd., Suite 3, , Millsboro, DE, 19966; Investment-Related; 10/10/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-11

Other Names

• Charmaine Nytasha Linnea Reid
• Charmaine Davis