Robert Mennona
Robert Mennona is a registered investment advisor at Ameriprise Financial Services, LLC, based in White Plains, NY, with 41 years of industry experience. Robert 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
399 Knollwood Rd Ste 212, White Plains, NY, 10603
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 1999Customer Dispute
February 1999Customer Dispute
June 1990Customer Dispute
August 1989Customer Dispute
September 1988Other Business Activities
Robert owns multi-family real estate since 2007 and is a service officer for Mennona since 2019. He is also an advisory board member at Bronx VA Hospital since 2017, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations4 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.