Financial ADVSR advisor directory · SEC adviser records
Ameriprise Financial Services, LLC financial advisors in Summit, NJ
Every SEC-registered investment adviser representative at a Ameriprise Financial Services, LLC office in Summit, A to Z.
The short answer
4 registered advisors work at Ameriprise Financial Services, LLC in Summit, out of 11,730 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Ameriprise Financial Services, LLC advisors in Summit, A to Z
Every Ameriprise Financial Services, LLC advisor →- Samuel DicoccoAlso a broker rep
- William C. HuntleyAlso a broker rep
- Shivam S. MittalAlso a broker rep
- Jeremy A. WestawayAlso a broker rep
Ameriprise Financial Services, LLC advisors in every city and state →Ameriprise Financial Services, LLC: assets, clients and custodians →Ameriprise news and advisor moves →Advisor Moves: who changed firms this week →
Ameriprise Financial Services, LLC advisors in other cities
Minneapolis, MN 407Edina, MN 144Houston, TX 136Columbus, OH 109Charlotte, NC 102Boca Raton, FL 99Las Vegas, NV 94New York, NY 90Honolulu, HI 85Troy, MI 84Scottsdale, AZ 68Indianapolis, IN 66Austin, TX 65Tampa, FL 64Atlanta, GA 63
Other firms in Summit
All Summit advisors →Tlg Advisors, Inc. 131J.P. Morgan Securities LLC 124Simplicity Wealth 108Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Seabridge Investment Advisors LLC 5Circle Wealth Management, LLC 4Gulfstream Cm, LLC 4Beacon Pointe Advisors, LLC 3LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Ameriprise Financial Services, LLC have in Summit?
4 investment adviser representatives are registered at Ameriprise Financial Services, LLC offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 11,730 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Ameriprise Financial Services, LLC one of the largest advisor employers in Summit?
Ameriprise Financial Services, LLC ranks number 6 in Summit by registered advisors; Tlg Advisors, Inc. has the most, with 131.
How do I check a Ameriprise Financial Services, LLC advisor in Summit?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ameriprise Financial Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.