Patrick Convery
Patrick Convery is a registered investment advisor at Ameriprise Financial Services, LLC, based in Toledo, OH, with 37 years of industry experience. Patrick 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
5954 Renaissance Place, Suite B, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Patrick has business ownership interests, dedicating minimal time to investment-related activities since 2000. He also has outside employment with A2 business llc, spending about a quarter of his time, including about 10-20% of his time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Marshall Davis, INC.Broker
State Registrations24 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.