Collin Castlebury

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

• 02/2016 → 08/2017
  Greene Tree & Construction
  Fountain Inn, SC
• 08/2017 → 02/2021
  Bb&T Securities
  Greenville, SC
• 02/2021 → 04/2023
  Truist Investment Services, Inc.
  Greenville, SC
• 02/2021 → 04/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 04/2023 → 01/2024
  Cary Street Partners Llc
  Richmond, VA
• 04/2023 → 01/2024
  Cary Street Partners Investment Advisory Llc
  Richmond, VA
• 01/2024 → Present
  Ameriprise Financial Services, Llc
  Travelers Rest, SC

Previous Registrations

• 2023-04-26 → 2024-01-16
  Cary Street Partners
  Greenville, SC
• 2021-02-17 → 2023-04-27
  Truist Advisory Services, Inc.
  Atlanta, GA
  Greenville, SC
• 2018-01-08 → 2021-02-17
  Bb&T Securities, Llc
  Greenville, SC
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-01-05

Other Names

• Collin Lane Castlebury