Gregory Rooney, financial advisor Columbia MD

Gregory Rooney

CRD Number: 4747376
Current Firm: Ameriprise Financial Services, LLC

Gregory Rooney (CRD# 4747376) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Columbia, MD Jan 2020 - Current < 1
Us Army Audit Agency Fort Meade, MD Sep 2015 - Jan 2020 4
James Allen Frederick, MD Aug 2011 - Jan 2019 7
G&g Hardwood Frederick, MD Oct 1999 - Aug 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Gregory W. Rooney
Phone Number: 612-671-3131
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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