Edna Haughney
Edna Haughney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pearl River, NY, with 39 years of industry experience. Edna 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
1 Blue Hill Plz, Ste 1509 Lbby Level, Pearl River, NY, 10965
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2008Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Edna works as an independent insurance broker for Aetna, United Healthcare, and Humana. She also serves as a member at large on the Board of Directors for Haughney, spending minimal time on each activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations15 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.