Samuel V Ceceri
Investment adviser representative at Ameriprise Financial Services, LLC
7 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
7 years in the industry.
- Ameriprise Financial Services, LLCSep 2023 to now
- Pruco Securities LLCJun 2023 to Sep 2023
- Lane Ceceri GroupMar 2021 to Sep 2023
- UnemployedJan 2021 to Mar 2021
- Potowomut Country ClubMay 2018 to Apr 2020
- Quidnessett Country ClubJun 2017 to Sep 2017
- University of Rhode IslandSep 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 7768776
- Firm CRD
- 6363