Sameer Baig
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- Wells Fargo Clearing ServicesDec 2022 to Jan 2025
- DisysDec 2022 to Jan 2024
- Fidelity InvestmentsApr 2021 to Sep 2022
- The Vanguard Group, Inc.Aug 2020 to Apr 2021
- AXA Advisors, LLCAug 2019 to Aug 2020
- Equitable Advisors, LLCAug 2019 to Aug 2020
- UnemployedMar 2019 to Jul 2019
- J.P. Morgan Securities LLCDec 2018 to Feb 2019
- Rei- Recreational Equipment, Inc.Apr 2016 to Jun 2017
- HSBCFeb 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7057485
- Firm CRD
- 6363