SS
SS

Salvatore Soldano

43 Years of Experience
Red Bank, NJ
2 DisclosuresBroker

Salvatore Soldano is a registered investment advisor at Ameriprise Financial Services, LLC, based in Red Bank, NJ, with 43 years of industry experience. Salvatore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

141 W Front St Ste 140, Red Bank, NJ, 07701

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1986
Settled
Employment Separation After Allegations
November 1980
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2016 - March 2023 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - March 2023 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - September 2016 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - September 2016 · 33 yrs 8 mos
State Registrations13 states
CACOCTDEFLLAMANJNYPASCTXWI
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.
More Advisors