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Gilbert Anthony Gallant

Investment adviser representative at Ameriprise Financial Services, LLC
25 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$660.5BFirm assets

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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

25 years in the industry.

  1. Ameriprise Financial Services, LLCJan 2026 to now
  2. Commonwealth Financial NetworkJul 2018 to Jan 2026
  3. Ledgewood FinancialJul 2018 to Jan 2026
  4. Linsco Private Ledger, Corp.Jan 2001 to Jul 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (RI, 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
3068551
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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