Ryan Lamar

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

• 06/2024 → Present
  Ameriprise Financial Services, Llc
  Hauppauge, NY
• 08/2022 → Present
  Binghamton University
  Binghamton, NY
• 09/2017 → 06/2021
  Sayville High School
  Sayville, NY
• 09/2014 → 06/2017
  Sayville Middle School
  Sayville, NY
• 06/2023 → 08/2023
  Steel Ridge Advisors
  Happauge, NY
• 08/2021 → 08/2024
  Sayville Yacht Club
  Blue Point, NY

Other Businesses

Outside Employment; Certainty of the Uncertainty, LLC; employee of legal entity; compensation received from an advisor owned entity established to manage the practice; 1174 Veterans Memorial Hwy, , Hauppauge, NY, 11788; Investment-Related; 06/09/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-07

Other Names

• Ryan Lamar