Mark Erculei
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, LLCMay 2026 to now
- Wells Fargo Clearing Services, LLCJun 2020 to May 2026
- Morgan Stanley Private Bank, N.AJan 2015 to May 2026
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2020
- Morgan Stanley Smith BarneySep 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2422696
- Firm CRD
- 6363