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Edwin Mayer

42 Years of Experience
Alpharetta, GA
Broker

Edwin Mayer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Alpharetta, GA, with 42 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

11175 Cicero Dr, Ste 450, Alpharetta, GA, 30022-1166

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 16 yrs 9 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 9 mos
Ameriprise Financial Services, LLC
October 2009 - Present · 16 yrs 9 mos
Previous Registrations
Ameriprise Advisor Services, INC.
November 2004 - October 2009 · 4 yrs 11 mos
Ameriprise Advisor Services, INC.Broker
November 2004 - October 2009 · 4 yrs 11 mos
Banc of America Investment Services, INC.Broker
October 2004 - December 2004 · 2 mos
Banc of America Investment Services, INC.
October 2004 - December 2004 · 2 mos
Quick & Reilly, INC.
January 2003 - October 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
January 2002 - October 2004 · 2 yrs 9 mos
AXA Advisors, LLCBroker
January 2001 - February 2002 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
January 1998 - January 2001 · 3 yrs
NationssecuritiesBroker
June 1993 - January 1998 · 4 yrs 7 mos
Nationsbanc Securities, INC.Broker
January 1993 - June 1993 · 5 mos
Peachtree Capital CorporationBroker
January 1991 - February 1993 · 2 yrs 1 mo
Morgan Keegan & Company, INC.Broker
January 1987 - July 1989 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
September 1983 - January 1987 · 3 yrs 4 mos
First Jersey Securities, INC.Broker
February 1982 - September 1983 · 1 yr 7 mos
State Registrations13 states
ALFLGAKSMAMINCNHNYSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edwin Mayer - Financial Advisor | TrueAdvisor