Reudel Diaz
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- Cetera Investment Advisers LLCMar 2020 to Dec 2025
- Cetera Investment Services LLCMar 2020 to Dec 2025
- American Portfolios Advisors, Inc.Jul 2019 to Mar 2020
- American Portfolios Financial Services, Inc.Jul 2019 to Mar 2020
- LPL Financial LLCMar 2017 to Jul 2019
- New York Community BankMar 2017 to Jul 2019
- Citigroup Global Markets Inc.May 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2604219
- Firm CRD
- 6363