Maxwell Pacentrilli
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCMay 2026 to now
- Outback SteakhouseMay 2023 to Apr 2026
- Albright CollegeJul 2022 to May 2026
- Maurizios Express PizzaJan 2022 to Jul 2022
- Nurture PetJan 2021 to Jan 2022
- Primo HoagiesJun 2020 to Jan 2021
- Egg Harbor Township High SchoolSep 2018 to Jun 2022
- Alder Avenue Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8259876
- Firm CRD
- 6363