Brian Mcdaid
Brian Mcdaid is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Paramus, NJ, with 36 years of industry experience. Brian 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
The Atrium Ste 390, 80 E Rt 4, Paramus, NJ, 07652-2647
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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.
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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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Level Four Advisory Services
Securities America, INC.Broker
Pruco Securities CorporationBroker
1st Global Capital CORP.Broker
Five Star Resources, INC.Broker
First Affiliated SecuritiesBroker
Triple Check Financial Services, INC.Broker
Gerald S. Berger, INC.Broker
Independent Financial Securities, INC.Broker
State Registrations6 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.