Gerard James Bifulco

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:

Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2021-04-15
TX	RA	APPROVED	2020-08-20
NJ	RA	APPROVED	2010-01-08

VA RA
APPROVED

Since 2021-04-15
TX RA
APPROVED

Since 2020-08-20
NJ RA
APPROVED

Since 2010-01-08

Branch Locations

273 State Route 34, Colts Neck, NJ 07722 • United States

Point Pleasant, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Parsippany	NJ	01/2010	03/2020
Ameriprise Financial Services, Llc	Colts Neck	NJ	03/2020	Present

01/2010 → 03/2020

Ameriprise Financial Services, Inc.

Parsippany, NJ
03/2020 → Present

Ameriprise Financial Services, Llc

Colts Neck, NJ

Previous Registrations

2009-06-01 → 2010-01-20

Morgan Stanley

Little Falls, NJ
2006-05-31 → 2009-06-01

Citigroup Global Markets Inc.

Little Falls, NJ
2004-08-25 → 2006-05-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

Florham Park, NJ

Other Businesses

Outside Employment; Self-employed CPA; Accountant -; Tax Preparation; 4 Colfax Drive, Pequannock, NJ 07440, ,; ; 06/19/1992; 10 to 19 hours per month; .

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-24

S66 Uniform Combined State Law Examination

2004-08-24

Other Names

Gerry Bifulco

View on SEC IAPD