Mitchell Meurlott, financial advisor Tampa FL

Mitchell Meurlott

CRD Number: 6143350
Current Firm: Ameriprise Financial Services, LLC

Mitchell Meurlott (CRD# 6143350) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Tampa, FL Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Tampa, FL Feb 2014 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Mitchell D. Meurlott
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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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