Thomas Bradley Huntley

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Jacksonville, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Jacksonville, FL

Other Businesses

Business Ownership; BLVT LLC; Owner; Manage Ameriprise Business; 4118 PONCE DE LEON BOULEVARD, , Jacksonville Beach, FL, 32250; Investment-Related; 02/13/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; BLVT LLC; Owner; Manage advisory business; 4118 Ponce De Leon Boulevard, , Jacksonville Beach, FL, 32250; Investment-Related; 02/13/2023; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Brad Huntley