DC
DC

Douglas Calnan

41 Years of Experience
Hingham, MA
Broker

Douglas Calnan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Hingham, MA, with 41 years of industry experience. Douglas 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.

Loading...

Location

25 Recreation Park Dr, Ste 100, Hingham, MA, 02043

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLC
May 2016 - Present · 10 yrs 2 mos
Ameriprise Financial Services, LLCBroker
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2008 - May 2016 · 8 yrs 2 mos
Wachovia Securities, LLCBroker
January 2008 - March 2008 · 2 mos
A. G. Edwards & Sons, INC.Broker
July 1984 - January 2008 · 23 yrs 6 mos
State Registrations26 states
ARAZCACOCTDCFLGAILMAMDMEMIMNMONCNHNJNMNYRISCTXVAVTWI
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.
Douglas Calnan - Financial Advisor | TrueAdvisor