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Anthony Robinson

20 Years of Experience
Charlotte, NC
Broker

Anthony Robinson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 20 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

300 S Tryon St, Charlotte, NC, 28202

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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, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 4 mos
Ameriprise Financial Services, LLC
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2022 - September 2022 · 7 mos
Fidelity Brokerage Services LLCBroker
December 2021 - September 2022 · 9 mos
MML Investors Services, LLCBroker
April 2019 - September 2020 · 1 yr 5 mos
Alight Financial Solutions, LLCBroker
November 2010 - January 2019 · 8 yrs 2 mos
Banc of America Investment Services, INC.Broker
October 2008 - March 2009 · 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2003 - September 2008 · 4 yrs 10 mos
World Group Securities, INC.Broker
April 2002 - November 2003 · 1 yr 7 mos
Wma Securities, INC.Broker
June 2001 - April 2002 · 10 mos
First Investors CorporationBroker
June 1989 - August 1989 · 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.