Cole Palmeri
Investment adviser representative at Ameriprise Financial Services, LLC
10 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- Guardian Life Insurance CompanyDec 2025 to Jun 2026
- Park Avenue SecuritiesDec 2025 to Jun 2026
- Strategies for WealthOct 2025 to Dec 2025
- USA Prime Northeast- HbaSep 2025 to Nov 2025
- N/aAug 2025 to Aug 2025
- The Alumni Baseball CampJul 2025 to Jul 2025
- Richmond Baseball CampsJun 2025 to Jun 2025
- University of RichmondAug 2024 to May 2025
- Hamilton Baseball Academy (hba)Aug 2024 to Aug 2024
- The Alumni Baseball CampJul 2024 to Jul 2024
- RoverJun 2024 to Jan 2025
- DoordashMay 2024 to Dec 2024
- The Alumni Baseball CampJul 2023 to Jul 2023
- Perfect Game USAMay 2023 to Aug 2023
- The Alumni Baseball CampJul 2022 to Jul 2022
- The Alumni Baseball CampJul 2021 to Jul 2021
- Colby CollegeAug 2020 to May 2024
- Crivelli & BarbatiJun 2019 to Aug 2019
- The Hun School of PrincetonSep 2016 to Jun 2020
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
- 8176135
- Firm CRD
- 6363