Adam Stone
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Adam Stone? Claim your profile
Contact this firm
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, LLCSep 2020 to now
- UnemployedMar 2020 to Sep 2020
- Panther PubSep 2018 to Nov 2018
- Loon Mountain NhJan 2018 to Mar 2020
- ApplebeesJun 2017 to Sep 2017
- Loon Mountain NhDec 2016 to Apr 2017
- Plymouth State UniversitySep 2015 to May 2019
- Duey Movum & HoweJul 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7292925
- Firm CRD
- 6363