Colin P Monteith
Financial Professional at Ameriprise Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Colin P. Monteith is a financial professional associated with Ameriprise Financial Services, LLC in Houston, TX, where they have been associated since 2025. They have worked in the securities industry since 2023 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyAug 2022 – Sep 2025Houston, TX
- Evergreen Growth PartnersApr 2022 – Jul 2022Dallas, TX
- Vertique Property GroupJun 2019 – Jan 2022Austin, TX
- Texas Christian UniversityJan 2019 – Aug 2022Fort Worth, TX
- Southern Methodist UniversityAug 2018 – Dec 2018Dallas, TX
- The Kinkaid SchoolJan 2012 – May 2018Houston, TX
- Ameriprise Financial Services, LLCSep 2025 – Jul 2026Houston, TX
- Altruist Advisors LLC D/B/A Eagle Nest WealthAug 2026 – no end date reportedCulver City, CA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameriprise Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12,969
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-28543
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Ameriprise Financial Services, LLC
Showing 12 of 12,969 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colin P Monteith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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