Steven Sabol
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- Stifel Independent Advisors, LLCOct 2022 to Jun 2024
- J Cubed Financial Advisory GroupSep 2021 to Oct 2022
- Bury Financial GroupSep 2020 to Aug 2021
- UnemployedMay 2020 to Aug 2020
- UBS Financial ServicesSep 2019 to May 2020
- Robert Morris UniversityAug 2017 to May 2020
- IkeaMay 2017 to Aug 2017
- Xavier UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7177461
- Firm CRD
- 6363