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Debra Nero

35 Years of Experience
Syracuse, NY
1 DisclosureBroker

Debra Nero is a registered investment advisor at Ameriprise Financial Services, LLC, based in Syracuse, NY, with 35 years of industry experience. Debra 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

3504 James St, Syracuse, NY, 13206

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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
September 2009
Denied
Other Business Activities

Debra is the President of Del Nero since 2019, dedicating minimal time. She also receives partial rent from another advisor for an office space since 2024, requiring no time commitment.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 5 mos
Ameriprise Financial Services, LLC
January 1991 - Present · 35 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 1991 - Present · 35 yrs 4 mos
Previous Registrations
American Express Service CorporationBroker
March 1994 - December 1994 · 9 mos
Ids Life Insurance CompanyBroker
January 1991 - July 2006 · 15 yrs 6 mos
State Registrations25 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.
Debra Nero - Financial Advisor | TrueAdvisor