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TD
CFP
TD
CFP

Todd Darling

Ameriprise Financial Services, LLC
36 Years of Experience
Middleton, MA
1 DisclosureBroker
View SEC Summary
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Todd Darling is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Middleton, MA, with 36 years of industry experience. Todd 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
12908 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

35 Village Rd Ste 500, Middleton, MA, 01949

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Todd is a board member of Darling, starting in June 2024. This activity requires minimal time, between 1 to 9 hours per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2018 - Present · 8 yrs 7 mos
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
March 2006 - October 2016 · 10 yrs 7 mos
Wells Fargo Advisors, LLCBroker
November 2004 - October 2016 · 11 yrs 11 mos
UBS Financial Services INC.Broker
June 1994 - December 2004 · 10 yrs 6 mos
Smith Barney INC.Broker
March 1990 - July 1994 · 4 yrs 4 mos
State Registrations15 states
AZCOCTFLKYMAMEMINCNHNJNYPARIVA
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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