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CFP

Brian Mcdaid

Ameriprise Financial Services, LLC
37 Years of Experience
Paramus, NJ
Broker
View SEC Summary
View SEC Summary

Brian Mcdaid is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Paramus, NJ, with 37 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

The Atrium Ste 390, 80 E Rt 4, Paramus, NJ, 07652-2647

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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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Other Business Activities

Brian owns a business since 1987, dedicating about a quarter of his time. He is also involved with CMA 92 LLC since 2022, spending about a quarter of his time on this investment-related activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLC
July 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
November 2007 - July 2015 · 7 yrs 8 mos
Level Four Advisory Services
July 2007 - November 2007 · 4 mos
Securities America, INC.Broker
January 2003 - July 2015 · 12 yrs 6 mos
Pruco Securities CorporationBroker
April 1995 - February 1997 · 1 yr 10 mos
1st Global Capital CORP.Broker
July 1994 - February 2003 · 8 yrs 7 mos
Five Star Resources, INC.Broker
February 1993 - July 1994 · 1 yr 5 mos
First Affiliated SecuritiesBroker
September 1992 - February 1993 · 5 mos
Triple Check Financial Services, INC.Broker
March 1991 - September 1992 · 1 yr 6 mos
Gerald S. Berger, INC.Broker
December 1989 - November 1990 · 11 mos
Independent Financial Securities, INC.Broker
May 1989 - December 1989 · 7 mos
State Registrations8 states
FLMANCNJNYPASCVA
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.
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