Robin Lewandowski
Robin Lewandowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orchard Park, NY, with 31 years of industry experience. Robin 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
3049 Orchard Park Rd, Orchard Park, NY, 14127-1224
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2013Customer Dispute
December 2008Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Robin works as a financial advisor, offers insurance products including life insurance, long-term care, and fixed annuities, and provides wealth management services via Bank on Buffalo. Offering insurance products takes about half of Robin's time, while the other activities each take about a quarter of Robin's time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Citizens Investment Services
Citizens Securities, INC.Broker
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
State Registrations3 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.