Robert Barnett
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 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, LLCSep 2024 to now
- Equitable Advisors, LLC.Jun 2024 to Sep 2024
- Bayview On the WaterMay 2022 to Aug 2022
- Red Jug PubJan 2022 to Apr 2022
- DoordashMar 2020 to Jun 2024
- UnemployedMar 2020 to Dec 2021
- Impressive ParkingJan 2018 to Feb 2020
- UnemployedOct 2017 to May 2018
- Skudin SwimJun 2017 to Sep 2017
- UnemployedJun 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7944617
- Firm CRD
- 6363