Deerfield Beach, FL 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
Deerfield Beach FL
Advisors at this office
2
Advisors at this office
Steven G
Series 66
Deerfield Beach, FL
Ameriprise
Steven Glazer is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with SKW Capital Management in a non-investment-related bookkeeping capacity. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.
Peter R
CFP®, Series 63
Deerfield Beach, FL
Ameriprise
Peter Ramsay is a CFP® with 32 years of experience in the financial services industry. He has been with Ameriprise Financial Services since 1994, including the current Ameriprise Financial Services, LLC entity since 2020. In addition to his advisory role, he owns PAR-NextGen Consulting, LLC, a consulting business based in Deerfield Beach, FL. 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 through written recommendations and ongoing advice. The firm employs a centrally supported process that integrates investment research and third-party data to provide tailored guidance on asset allocation and tax-aware withdrawal strategies.
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