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Alyssa Fox

Investment adviser representative at Ameriprise Financial Services, LLC
22 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

22 years in the industry.

  1. Ameriprise Financial Services, LLCJun 2022 to now
  2. Wyoming County ChiropracticJul 2021 to Jan 2024
  3. Manufacturers and Traders Trust CompanyOct 2020 to Jun 2021
  4. Getterr Done ConstructionJun 2020 to Oct 2020
  5. Rochester Wealth Management Group, LLCMay 2020 to Aug 2020
  6. Suny Alfred State CollegeJan 2019 to Aug 2020
  7. Genesee County Highway DepartmentJun 2018 to Aug 2018
  8. Finger Lakes Community CollegeAug 2017 to Dec 2018
  9. Yogi Bear's Jellystone Park Camp-resortsJun 2015 to Jun 2018
  10. Letchworth Central SchoolSep 2004 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7263290
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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