Leesburg, VA 307 E Market St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ameriprise
Institution
Firm-wide stats for Ameriprise
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
Based on Ameriprise
Location
307 E Market St Ste 100
Leesburg VA 20176
Advisors at this office
5
Advisors at this office
Gregory F
CFA®, Series 66
Leesburg, VA
Ameriprise
Gregory Frese is a financial advisor at Ameriprise with two years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Ameriprise in 2023, he worked at Capital One Financial for 20 years. Outside of his advisory role, he is a manager of F&M Ventures, LLC, a real estate-related business. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise to deliver tailored retirement income recommendations.
Gregory S
Series 66
Leesburg, VA
Ameriprise
Gregory Souchack is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked for International Business Machines for 20 years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Cheng Z
Series 63, Series 65
Leesburg, VA
Ameriprise
Cheng Zhao is a financial advisor at Ameriprise in Alexandria, VA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Ameriprise in 2025, Zhao worked for Capital One N.A. for 16 years. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Carole M
Series 63, Series 65
Leesburg, VA
Ameriprise
Carole Maloney is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Maloney serves on the board of directors for Conversations at Oatlands, a nonprofit organization based in Leesburg, VA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Charles M
Series 63, Series 65
Leesburg, VA
Ameriprise
Charles Maloney III is a financial advisor with Ameriprise in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, Maloney serves as chairman of the board for Conversations at Oatlands and is involved in his family-owned business, ROYCO, Inc., which operates non-residential properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)