Anthony Leopizzi
Anthony Leopizzi is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Naples, FL, with 38 years of industry experience. Anthony 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
12330 Tamiami Trl E, Ste 101-A, Naples, FL, 34113
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2010Customer Dispute
March 2008Customer Dispute
November 2007Customer Dispute
October 2006Customer Dispute
February 2004Other Business Activities
Anthony owns single-family and commercial real estate, some of which is investment-related. He also runs several businesses, including Anthony J. Leopizzi & Associates, Inc., SanLeo Group Inc., and JADANT Group, Inc., and serves on multiple boards of directors, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Robert Todd Financial CORP.Broker
Investors Center, INC.Broker
State Registrations34 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.