Mrudangi Desai
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, LLCOct 2025 to now
- UnemployedNov 2024 to Oct 2025
- Questrade Financial GroupJan 2023 to Nov 2024
- Fgf Brands IncMay 2021 to Jan 2023
- University of Waterloo - Full Time EducationJan 2021 to Apr 2021
- Loblaw DigitalSep 2020 to Dec 2020
- University of Waterloo - Full Time EducationMay 2020 to Aug 2020
- Fgf Brands IncJan 2020 to Apr 2020
- University of Waterloo - Full Time EducationSep 2019 to Dec 2019
- Morneau ShepellMay 2019 to Aug 2019
- Ontario Ministry of EnvironmentJan 2019 to Apr 2019
- University of Waterloo - Full Time EducationMay 2018 to Dec 2018
- Mdd Forensic AccountantsJan 2018 to Apr 2018
- University of Waterloo - Full Time EducationSep 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 8175185
- Firm CRD
- 6363