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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-07 |
Branch Locations
56 Clifton Country Rd Ste 102, Clifton Park, NY 12065 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Etico Wealth Management Llc | Clifton Park | NY | 10/2010 | 11/2025 |
| Etico Partners, Llc | Clifton Park | NY | 05/2018 | 11/2025 |
| Quartz Partners Investment Management | Clifton Park | NY | 04/2023 | 11/2025 |
| Ameriprise Financial Services Llc | Clifton Park | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-18 |
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