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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 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

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

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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 2 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 2 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.
Salvatore Soldano - Financial Advisor | TrueAdvisor