Marguerite Danaher
Marguerite Danaher is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lindenhurst, NY, with 28 years of industry experience. Marguerite 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
324 S Wellwood Ave, Lindenhurst, NY, 11757-4905
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marguerite is an independent insurance broker since 2016, selling health insurance products. She also co-owns multiple LLCs related to real estate and managing her Ameriprise business, and teaches an adult education course on social security.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
First Investors CorporationBroker
State Registrations20 states
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