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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2017-06-02 |
| NJ | RA | APPROVED | 2017-03-31 |
Branch Locations
1200 Lenox Dr Ste 201, Lawrenceville, NJ 08648 • United States
Stuart, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lawrenceville | NJ | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lawrenceville | NJ | 11/2016 | 03/2017 |
| Ameriprise Financial Services Inc | Red Bank | NJ | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lawrenceville | NJ | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-10 |
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