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Advisors / Massachusetts / Marlborough
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David Brown

Financial advisor at Ameriprise Financial Services

David Brown is a fiduciary financial advisor in Marlborough, Massachusetts, registered since Mar 2026. David has been with Ameriprise Financial Services since 2026. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 37 advisors with offices in Marlborough, and one of 34 fiduciaries.

Marlborough, MAFiduciary advisor

At a glance

ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
OfficeMarlborough, MA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2026 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Ameriprise Financial Services at (612) 671-3131 and ask for David Brown. David works from the Marlborough, MA office.

How long has David been a financial advisor?

David is new to the profession, registered since Mar 2026, and holds 1 license.

What licenses does David hold?

Series 66. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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