Melissa Mcgrath
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- American Enterprise Investment ServicesMar 2025 to now
- Ameriprise Financial Services, LLCMay 2024 to now
- Pwa Securities, LLCAug 2023 to May 2024
- Raymond James Financial Services Advisors, Inc.May 2023 to Aug 2023
- Raymond James Financial Services, Inc.May 2023 to Aug 2023
- Provenance Wealth Advisors, LLCApr 2023 to May 2024
- Financial Resources GroupOct 2021 to Apr 2023
- LPL Financial LLCOct 2021 to Apr 2023
- AXA Advisors LLCOct 2015 to Jun 2020
- Equitable Advisors, LLCSep 2015 to Sep 2021
- AXA EquitableSep 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4049414
- Firm CRD
- 6363