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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-21 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
One Corporate Drive Ste 202, Bohemia, NY 11716 • United States
Shoreham, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bohemia | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bohemia | NY | 03/2020 | Present |
Real Estate Ownership; 2 Bedroom Condominium - Building has 98 units.; 4000 North Ocean Drive, Unit 1801, West Palm Beach, FL, 33404; Not Investment-Related; 01/01/2018. Business Ownership; NuMac Realty, LLC; Co-owner; Real Estate; One Corporate Driive, Suite 202, Bohemia, NY, 11716; Investment-Related; 09/15/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-03-12 |
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