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CFP
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CFP

Glenn Catalano

Ameriprise Financial Services, LLC
40 Years of Experience
Charlottesville, VA
1 DisclosureBroker
View SEC Summary
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Glenn Catalano is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Charlottesville, VA, with 40 years of industry experience. Glenn 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

620 Woodbrook Dr Ste 4A, Charlottesville, VA, 22901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glenn owns a single-family real estate property since 1991, which is not investment-related. He also has outside employment with FINRA, dedicating a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 1987 - Present · 39 yrs 3 mos
Ameriprise Financial Services, LLC
March 1986 - Present · 40 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 1986 - Present · 40 yrs 7 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1986 - July 2006 · 20 yrs 4 mos
State Registrations9 states
CACOFLGAMDNCSCTXVA
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.
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