Sam Grosso (CRD# 6644682) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shelton, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Shelton, CT | Jun 2022 - Current | 1 |
| Ameriprise Financial Services | Shelton, CT | Jun 2022 - Jun 2022 | < 1 |
| Bank Of America, N.a. | New York, NY | Mar 2018 - Jun 2022 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Nov 2017 - Jun 2022 | 4 |
| Ameriprise Financial Services, LLC | Shelton, CT | Mar 2020 - Mar 2020 | < 1 |
| Vincent Colon | New York, NY | Jul 2017 - Aug 2017 | < 1 |
| Lauren Feigelman | New York, NY | Jul 2017 - Aug 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | New York, NY | Jul 2017 - Aug 2017 | < 1 |
| Lauren Feigelman | New York, NY | Jun 2017 - Jul 2017 | < 1 |
| Vincent Colon | New York City, NY | Jun 2017 - Jul 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | New York, NY | Jan 2017 - May 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2017 - May 2017 | < 1 |
| Foresters Financial | North Haven, CT | Jun 2016 - Nov 2016 | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2012 - May 2016 | 3 |
| The Granola Bar | Westport, CT | May 2015 - Sep 2015 | < 1 |
| Marshalls And Homegoods | Narragansett, RI | Sep 2014 - Jan 2015 | < 1 |
| Dolloman And Weiss LLC | New York, NY | Sep 2014 - Dec 2014 | < 1 |
| Weston Field Club | Weston, CT | Jun 2014 - Sep 2014 | < 1 |
| Fresh Market | Westport, CT | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- CT
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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