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Susan Mary Mcgeachen

Ameriprise Financial Services, LLC

Saddle Brook, NJ

Masonville, NY

Rutherford, NJ

CRD 1488909

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-18
ME RA APPROVED 2020-06-19
NJ RA APPROVED 2018-08-17
TX RA APPROVED_RES 2017-03-14
  • NY RA
    APPROVED
    Since 2024-07-18
  • ME RA
    APPROVED
    Since 2020-06-19
  • NJ RA
    APPROVED
    Since 2018-08-17
  • TX RA
    APPROVED_RES
    Since 2017-03-14

Branch Locations

250 Pehle Ave Ste 500 Park 80 West, Plaza Two, Saddle Brook, NJ 07663 • United States

Masonville, NY • United States

Rutherford, NJ • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc Paramus NJ 07/2006 03/2017
Ameriprise Financial Services Inc Saddle Brook NJ 03/2017 03/2020
Ameriprise Financial Services, Llc Saddle Brook NJ 03/2020 Present
  • 07/2006 → 03/2017
    Ubs Financial Services Inc
    Paramus, NJ
  • 03/2017 → 03/2020
    Ameriprise Financial Services Inc
    Saddle Brook, NJ
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Saddle Brook, NJ
Other Businesses

Real Estate Ownership; Multi-Family; 170 Highland Cross, Rutherford NJ 2 family home, ,; Not Investment-Related; 11/01/2017.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-09
S63 Uniform Securities Agent State Law Examination 1998-04-27
  • S65 Uniform Investment Adviser Law Examination
    2018-05-09
  • S63 Uniform Securities Agent State Law Examination
    1998-04-27
Other Names
  • Susan Mary Merenyi
  • Susan Mary Mcgeachen
  • Susan M Mcgeachen

View on SEC IAPD

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