Daniel Rocco Masiello

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Staten Island, NY
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Staten Island, NY

Other Businesses

Business Ownership; CCWF; DAN MASIELLO CEO; SEE ABOVE; I TELEPORT DRIVESTATEN ISLANDNY 10311, ,; Not Investment-Related; 01/21/2019; 60 hours per month; 60 during trading hours / CCWF2 LLC; Management of day to day administrative entity; Manage Ameriprise Business; 1200 south ave, , jstaten island, NY, 10314; Investment-Related; 04/14/2022; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; CCWF2; not being used; entity not being used was intended for administrative support never activated; 500 N BROADWAY, , JERICHO, NY, 11752; Not Investment-Related; 04/14/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Advanced Skill Development LLC; Coaching/ consulting advisors through in person and webinar; 1200 south ave, , staten island, NY, 10314; Not Investment-Related; 08/30/2017; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-04

Designations

• Certified Financial Planner