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Concetta Maria Siciliano

Investment adviser representative at Ameriprise Financial Services, LLC
14 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

14 years in the industry.

  1. Ameriprise Financial Services, LLCAug 2022 to now
  2. Midwestern Securities Trading Co.Apr 2021 to Jul 2022
  3. Security BankApr 2021 to Jul 2022
  4. Cook-witter IncApr 2016 to Apr 2021
  5. Concetta Siciliano Independent ContractorJan 2012 to Jul 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
4997170
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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