Daniel B O'DOwd

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

• 09/2004 → 09/2021
  Jp Morgan Securities Inc
  New York, NY
• 11/2021 → 04/2024
  Stifel Nicolaus & Co Inc
  Naples, FL
• 04/2024 → Present
  Ameriprise Financial Services, Llc
  Naples, FL

Previous Registrations

• 2021-12-17 → 2024-05-09
  Stifel, Nicolaus & Company, Incorporated
  Naples, FL
• 2021-07-06 → 2021-09-04
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

Independent Insurance Brokering; AIG; 09/15/2023; Term Life.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-28
• S63 Uniform Securities Agent State Law Examination
  1999-05-26

Other Names

• Dan Odowd
• Daniel B Odowd
• Daniel Brian Odowd
• Daniel Odowd
• Dan Brian Odowd
• Dan B Odowd
• Daniel Brian O'DOwd
• Daniel B O'DOwd
• Daniel O'DOwd
• Dan Brian O'DOwd
• Dan B O'DOwd
• Dan O'DOwd