Robin Lewandowski
Robin Lewandowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orchard Park, NY, with 32 years of industry experience. Robin 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
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.
Exams
More Advisors
- Douglas Druzbik, CFPWells Fargo Advisors
- Daniel Byles-Smith, CFPWaterford Advisors, LLC
- Ryan Smith, CFPWaterford Advisors, LLC
- Michael Harmer, CFPWaterford Advisors, LLC
- Chelsea Makowski, CFPSenior Financial and Realty Assoc.
- Matthew Hayes, CFPMerit Financial Advisors