Joseph M Monteleone
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$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
15 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- Jco Holdings LLCJul 2024 to Nov 2024
- Northwestern Mutual Wealth Management CompanyJul 2024 to Nov 2024
- Northwestern Mutual Investment Services LLCJun 2024 to Nov 2024
- Northwestern Mutual Life Insurance CompanyJun 2024 to Nov 2024
- Morgan StanleyJun 2009 to May 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5286830
- Firm CRD
- 6363