Drew Christopher Schwartz
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCJul 2024 to now
- Prudential Insurance Company of AmericaNov 2020 to Jul 2024
- Pruco Securities, LLC.Aug 2020 to Jul 2024
- The Prudential Insurance Company of AmericaAug 2020 to Feb 2021
- DoordashAug 2020 to Dec 2020
- No JobJun 2020 to Jul 2020
- PrudentialMay 2019 to Aug 2019
- Wauwatosa DpwMay 2018 to Aug 2018
- Warhawk Fitness & AquaticsSep 2017 to May 2020
- Push SolutionsMay 2016 to Jan 2020
- No JobJun 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7123439
- Firm CRD
- 6363