Edmund Iannelli
Edmund Iannelli is a registered investment advisor at Ameriprise Financial Services, LLC, based in Saddle Brook, NJ, with 35 years of industry experience. Edmund 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
250 Pehle Ave Ste 500, Park 80 West, Plaza Two, Saddle Brook, NJ, 07663
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2023Customer Dispute
July 2006Customer Dispute
February 2006Customer Dispute
September 1998Employment Separation After Allegations
June 1998Other Business Activities
Edmund is involved with the Hohokus Borough town government since 2015. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations25 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.