Chad Ian Akselrad

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

29 years in the industry.

1. Ameriprise Financial Services, LLCJun 2026 to now
2. Pulse EntertainmentAug 1997 to now
3. Financial Group of PhiladelphiaJan 2026 to Mar 2026
4. Cambridge Investment Research Advisors, Inc.Oct 2023 to Nov 2025
5. Cambridge Investment Research, Inc.Oct 2023 to Nov 2025
6. Gwh Wealth Advisors, LLPOct 2023 to Nov 2025
7. Bank of America, N.A.May 2023 to Oct 2023
8. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to Oct 2023
9. Charles Schwab & Co, IncOct 2022 to Apr 2023
10. Thrive Capital ManagementMay 2021 to Sep 2022
11. Thrive Financial ServicesMay 2021 to Sep 2022
12. Thrive Insurance GroupMay 2021 to Sep 2022
13. Citizens BankMar 2021 to May 2021
14. Citizens Securities, IncMar 2021 to May 2021
15. Wells Fargo Bank, NAOct 2019 to Feb 2021
16. Wells Fargo Clearing Services, LLCOct 2019 to Feb 2021
17. HSBC Bank USA, N.A.Mar 2018 to Aug 2019
18. HSBC Securities (USA) Inc.Mar 2018 to Aug 2019
19. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Mar 2018
20. PNC BankMay 2016 to Dec 2016
21. PNC InvestmentsMay 2016 to Dec 2016

Exams passed

• Series 63 · Uniform Securities Agent State Law2016
• Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (NY, PA).

Ameriprise Financial Services, LLC

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

6152825

Firm CRD

6363