Zachary Michael Streno
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 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, LLCJun 2024 to now
- Federated Global Investment Management Corp.Aug 2020 to Jun 2024
- Federated Investment CounselingAug 2020 to Jun 2024
- Mdt Advisers, A Division of Federated Mdta LLCAug 2020 to Jun 2024
- Federated Hermes, Inc.Jun 2020 to Jun 2024
- Federated Securities Corp.Jun 2020 to Jun 2024
- InstacartApr 2020 to May 2020
- Capstone On Campus ManagementAug 2019 to Apr 2020
- Federated InvestorsMay 2019 to Aug 2019
- Federated InvestorsMay 2018 to Aug 2018
- BardownskiDec 2017 to Mar 2018
- International Hockey CollegeDec 2016 to Dec 2018
- Duquesne UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, WV).
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
- 7268351
- Firm CRD
- 6363