Gibsonia, PA 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
3
Of 12,773 advisors across 4,079 offices
Location
Gibsonia PA
Advisors at this office
3
Advisors at this office
Antonio A
CFP®, Series 66
Gibsonia, PA
Ameriprise
Antonio Aiello is a CFP®-certified financial advisor with 25 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 20 years. He is co-owner of A.B. Strategic Partners, LLC, a business entity unrelated to investment advisory services, and serves on the board of the Pine Richland Youth Center. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering detailed, non-discretionary recommendation reports that incorporate tax-smart strategies and modeling techniques. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Andrew J
Series 66
Gibsonia, PA
Ameriprise
Andrew Jugan II is a financial advisor with Ameriprise, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in consulting through GTFM Management Group, LLC, and participates in leadership education for financial service owners and leaders via NGCSA, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.
Matthew O
Series 63, Series 66
Gibsonia, PA
Ameriprise
Matthew Orman is a financial advisor with Ameriprise in Gibsonia, PA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 1994. His outside business activities include ownership and management roles in entities related to his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
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