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Anthony Trigona

33 Years of Experience
Boca Raton, FL
Broker

Anthony Trigona is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 33 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
September 2006 - March 2017 · 10 yrs 6 mos
Raymond James & Associates, INC.Broker
September 2006 - March 2017 · 10 yrs 6 mos
Janney Montgomery Scott LLC
May 2005 - October 2006 · 1 yr 5 mos
Janney Montgomery Scott LLCBroker
November 1999 - October 2006 · 6 yrs 11 mos
Painewebber IncorporatedBroker
September 1992 - November 1999 · 7 yrs 2 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1992 - September 1992 · 1 mo
State Registrations38 states
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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.