Brendan Fitzpatrick
Investment adviser representative at Ameriprise Financial Services, LLC
14 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
14 years in the industry.
- Ameriprise Financial Services, LLCFeb 2025 to now
- Clarks ShoesAug 2024 to Dec 2024
- UnemployedMay 2024 to Jul 2024
- Thm IndustriesFeb 2024 to Apr 2024
- Steward Partners Global Advisory LLCMay 2022 to Jan 2024
- The Sanz Banquet HallDec 2021 to Apr 2022
- UnemployedJun 2021 to Dec 2021
- Steward Partners Global AdvisorySep 2020 to Dec 2020
- Full-time EducationAug 2019 to Jun 2021
- Clarks ShoesMay 2019 to Aug 2019
- Full-time EducationAug 2018 to May 2019
- The North FaceMay 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2018
- UnemployedJun 2017 to Aug 2017
- Tommy HilfigerNov 2016 to Jun 2017
- Full-time EducationNov 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7448497
- Firm CRD
- 6363