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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-30 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
48 S Service Rd Ste 403, Melville, NY 11747 • United States
Wheatley Heights, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Garden City | NY | 10/2017 | 03/2020 |
| 110 Party Supply | Melville | NY | 01/2014 | 06/2018 |
| University Of Miami School Of Architecture Deans Office | Coral Gables | FL | 08/2017 | 06/2018 |
| University Of Miami | Coral Gables | NY | 08/2014 | 06/2017 |
| Ameriprise Financial Services, Llc | Melville | NY | 03/2020 | Present |
Outside Employment; Dennis R. Miller & Associates, LLC; See above.; Manage advisory business; 48 South Service Road, STE 403, MELVILLE, NY, 11747; Investment-Related; 10/03/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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