Robert W Meuser

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

• 04/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Allentown, PA
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Allentown, PA
• 11/2021 → Present
  Ameriprise Financial Services, Llc
  Center Valley, PA

Previous Registrations

• 2013-05-03 → 2021-11-19
  Wells Fargo Clearing Services, Llc
  Allentown, PA
  Easton, PA
  Whitehall, PA
  Easton, PA
  Easton, PA
• 2009-06-01 → 2013-05-31
  Morgan Stanley
  Allentown, PA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Allentown, PA
• 2006-09-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Allentown, PA
  Allentown, PA

Exams

• S66 Uniform Combined State Law Examination
  1999-06-10

Other Names

• Robert Meuser
• Robert Wilson Meuser