Cheryl Rambler-Goveia
Cheryl Rambler-Goveia is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melville, NY, with 40 years of industry experience. Cheryl 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
200 Broadhollow Rd, Ste 302, Melville, NY, 11747
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Regulatory History
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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Cheryl is a member of the Islip Rotary Club, a non-profit organization, and volunteers to assist others. She also participates in the Rotary District 7255 Mental Health Committee, dedicating minimal time to each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Penn Mutual Equity Services, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Investment Analysts, INC.Broker
State Registrations27 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.