Alexander Steven Sarkis
Investment adviser representative at Ameriprise Financial Services, LLC
13 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
13 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- CargurusMar 2023 to Oct 2025
- Ameriprise Financial Services IncNov 2020 to Mar 2023
- Silicon Valley BankJun 2018 to Mar 2020
- AXA Advisors, LLCAug 2017 to May 2018
- Morgan StanleyJan 2017 to May 2017
- Crossfit CraicAug 2016 to Nov 2020
- Fred Deroma & Son, Inc.Jun 2016 to Jun 2017
- Clam BakeAug 2013 to Jun 2017
- Stonehill CollegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6679523
- Firm CRD
- 6363