TrueAdvisor
TrueAdvisor
PA
ChFC
PA
ChFC

Peter Ardolino

Ameriprise Financial Services, LLC
41 Years of Experience
Cape Coral, FL
Broker
View SEC Summary
View SEC Summary

Peter Ardolino is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cape Coral, FL, with 41 years of industry experience. Peter 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

2804 Del Prado Blvd S, Ste 103, Cape Coral, FL, 33904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter owns real estate and a tax preparation business since 2020. He spends a few hours per week on the tax preparation business.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Century Securities Associates INC
May 2006 - May 2020 · 14 yrs
Century Securities Associates, INC.Broker
May 2005 - May 2020 · 15 yrs
Edward JonesBroker
September 1998 - May 2005 · 6 yrs 8 mos
National Planning CorporationBroker
January 1998 - August 1998 · 7 mos
Polaris Financial Services, INC.Broker
May 1994 - December 1997 · 3 yrs 7 mos
Tower Investment Group, INC.Broker
April 1992 - May 1994 · 2 yrs 1 mo
Pruco Securities CorporationBroker
April 1991 - March 1992 · 11 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - March 1992 · 11 mos
Metropolitan Life Insurance CompanyBroker
July 1985 - March 1991 · 5 yrs 8 mos
Metlife Securities INC.Broker
July 1985 - March 1991 · 5 yrs 8 mos
New York Life Securities CORP.Broker
July 1984 - February 1985 · 7 mos
State Registrations21 states
CODEFLGAHILAMAMDMIMSMTNCNJNYOHPARISCTNTXVA
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.
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