Balaji Rajamani

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
NH	RA	APPROVED	2025-03-17
TX	RA	APPROVED	2025-02-05

NH RA
APPROVED

Since 2025-03-17
TX RA
APPROVED

Since 2025-02-05

Branch Locations

N Billerica, MA • United States

5850 San Felipe Street Suite 500, Houston, TX 77057-8003 • United States

1 Tara Blvd Ste 200, Nashua, NH 03110 • 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, Llc	Houston	TX	03/2024	Present
Unemployed	N. Billerica	MA	07/2023	02/2024
Yesmail/Data Axle	Burlington	MA	06/2015	06/2023

03/2024 → Present

Ameriprise Financial Services, Llc

Houston, TX
07/2023 → 02/2024

Unemployed

N. Billerica, MA
06/2015 → 06/2023

Yesmail/Data Axle

Burlington, MA

Other Businesses

Business Ownership; Abhyaas Inc.; Co-owner; Indian Classical Music School - run by spouse Aparna Thiagarajan.; 9 Suzannah Rd, , North Billerica, MA, 01862; Not Investment-Related; 03/01/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-05

S66 Uniform Combined State Law Examination

2024-12-05

View on SEC IAPD