Donald Paul Delmonte

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

• 09/2015 → 10/2019
  Lpl Financial, Llc
  Marlton, NJ
• 10/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Marlton, NJ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Marlton, NJ

Previous Registrations

• 2015-09-16 → 2019-10-18
  Stratos Wealth Partners, Ltd
  Marlton, NJ
• 2009-05-13 → 2015-09-18
  Osaic Fa, Inc.
  Marlton, NJ
  Cherry Hill, NJ
  Princeton, NJ
  Marlton, NJ
  Glen Mills, PA
• 2004-09-02 → 2009-05-20
  Equity Services, Inc.
  Media, PA
  Princeton, NJ
  Marlton, NJ
  Media, PA
• 2003-01-15 → 2004-08-17
  Park Avenue Securities Llc
  Mt. Laurel, NJ

Other Businesses

Real Estate Ownership; Single Family; Vetta Drive, , Bella Collina, FL, 34756; Investment-Related; 09/30/2021 / Commercial; 1307 White Horse Road , Unit D, Voorhees, NJ, 08043; Investment-Related; 03/01/2026. Independent Insurance Brokering; Equitrust Life; 01/01/2005; Fixed Annuity / Guardian Life; 01/01/2016; / Amerihealth; 01/01/2014; / Prudential; 01/01/2009; . Business Ownership; KBK DD Lenola Road LLC; Oversea business management; Real Estate; 311 Woodland Ave, , Haddonfield, NJ, 08033; Investment-Related; 03/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / VStaffordshire LLC; Owner; Real Estate; 1305 White Horse rd, Building D, Voorhees, NJ, 08043; Investment-Related; 04/30/2025; 1 to 9 hours per month; 1 to 9 during trading hours / WHEDPD (Note name changed); Co-owner; business purpose is to pay operating expenses of the financial planning business only. Revenue is soley from owenrs sufficient to pay expenses; 1307 White Horse Rd, D100, Voorhees, NJ, 08043; Investment-Related; 01/01/2010; 1 to 9 hours per month; 10 to 19 during trading hours. Board of Directors; Staffordshire Professional Center Board; TBD; 1307 White Horse Road, , Voorhees, NJ, 08043; Not Investment-Related; 05/21/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-26
• S63 Uniform Securities Agent State Law Examination
  1995-05-10

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Donald Paul Delmonte