Patricia Grazioso
Patricia Grazioso is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oakbrook Terrace, IL, with 44 years of industry experience. Patricia 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1 Lincoln Ctr Ste 1500, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2011Customer Dispute
July 2009Customer Dispute
May 2009Customer Dispute
June 2005Customer Dispute
March 1993Other Business Activities
Patricia serves as a Director for Grazioso, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.Broker
Citigroup Global Markets INC.
Ameriprise Advisor Services, INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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.