Michael Pepe
Michael Pepe is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 43 years of industry experience. Michael 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
4030 W Boy Scout Blvd, Ste 300, Tampa, FL, 33607-5713
Get directionsHistory
Regulatory History (7)
Customer Dispute
May 2018Customer Dispute
October 2008Customer Dispute
June 2005Customer Dispute
March 2005Customer Dispute
April 2002Customer Dispute
June 2000Criminal
April 1981Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Jhs Capital Advisors, LLCBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
J. B. Hanauer & CO.Broker
State Registrations16 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.
Exams
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