Adviser and broker representative · Ameriprise Financial Services, LLC
Aaron J. Morgenstern
CRD 6624491 · Valhalla, NY
At a glance
Aaron J. Morgenstern is an investment adviser representative with Ameriprise Financial Services, LLC in Valhalla, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Aaron’s SEC record dates to 2021, about 5 years ago. Aaron is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Ameriprise Financial Services, LLCSince April 2021Valhalla, NY · $660B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Aaron’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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