Huntington, NY E Carver St Office

Team
Updated today
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Ameriprise

Institution

Firm-wide stats for Ameriprise

Total advisors

13,140

Across 4,279 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.

The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.

Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.

Based on Ameriprise

Expertise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Based on Ameriprise

Demographic focus

Approaching retirement

Based on Ameriprise

Location

7 E Carver St

Huntington NY 11743

Advisors at this office

7

Advisors at this office

user avatar

Clifford S

Series 66

Huntington, NY

Ameriprise

Clifford Sieber is a financial advisor with Ameriprise in Huntington, NY, holding a Series 66 designation and five years of industry experience. He previously worked at Sweet Hollow Management Corporation from 2014 to 2020. Outside of financial advising, Sieber is president and sole employee of CS2 Equipment Leasing Corp, a truck leasing business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Douglas C

Series 63, Series 66

Huntington, NY

Ameriprise

Douglas Cerrato is a financial advisor at Ameriprise with 20 years of industry experience. His prior roles include positions at JP Morgan Chase and AXA Advisors. He is also involved in independent insurance brokering and co-owns Fusaro and Cerrato Enterprises, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Anthony F

Series 63, Series 65

Huntington, NY

Ameriprise

Anthony Fusaro is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC for five years. Outside of his advisory role, he has ownership in Fusaro Cerrato Enterprise, LLC, which is a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals approaching 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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Thomas E

Series 63, Series 66

Huntington, NY

Ameriprise

Thomas Easow is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Asset Management and Equitable Advisors. Easow is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Brendan C

Series 63, Series 66

Huntington, NY

Ameriprise

Brendan Carey is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, Cetera, MassMutual, and AXA Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Michael H

Series 66

Huntington, NY

Ameriprise

Michael Hughes is a financial advisor at Ameriprise with the Series 66 designation and over 20 years of experience in the industry, including roles at Deloitte & Touche and BDO USA. He has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jack S

Series 66

Huntington, NY

Ameriprise

Jack Schlanger is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he was a full-time college student for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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