Todd Stepniewski
Todd Stepniewski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jericho, NY, with 40 years of industry experience. Todd 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
500 N Broadway Ste 144, Jericho, NY, 11753
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2006Customer Dispute
January 2006Customer Dispute
February 2004Customer Dispute
January 2004Other Business Activities
Todd has a business ownership activity that started in 2011, dedicating minimal time to it. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Investacorp, INC.Broker
State Registrations32 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
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