Bluffton, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$646,941,953,071
ClientsTotal clients
1,373,063
AdvisorsAdvisors at this office
2
Of 12,719 advisors across 4,079 offices
Location
Bluffton SC
Advisors at this office
2
Advisors at this office
Anthony S
Series 63, Series 66
Bluffton, SC
Ameriprise
Anthony Sposato Jr. is a financial advisor with Ameriprise in Bluffton, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his role at Ameriprise, he manages an advisory business through CMA92LLC. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.
Marida B
Series 63, Series 66
Bluffton, SC
Ameriprise
Marida Bruggeman is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s advisory approach involves non-discretionary implementation based on comprehensive research and algorithmic analysis.
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