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Andrea Fiore

Investment adviser representative at Ameriprise Financial Services, LLC
21 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

21 years in the industry.

  1. Ameriprise Financial Services, LLCSep 2025 to now
  2. 3play MediaFeb 2025 to now
  3. Lifetime FitnessDec 2024 to now
  4. ProxypicsSep 2025 to Apr 2026
  5. Edward JonesJul 2025 to Sep 2025
  6. DashMay 2025 to Sep 2025
  7. UnemployedApr 2024 to Dec 2024
  8. Fidelity InvestmentsJun 2022 to Mar 2024
  9. Fidelity TalentsourceNov 2021 to Jun 2022
  10. UnemployedJan 2021 to Nov 2021
  11. BNY MellonNov 2004 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
2662853
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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