Steven Merenda
Steven Merenda is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 34 years of industry experience. Steven 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
200 E Robinson St, Ste 1200, Orlando, FL, 32801
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
January 2008Other Business Activities
Steven owns rental property since 2009 and runs the financial practice payroll and benefits, dedicating a few hours per week to these activities. He also does tax preparation since 2016, spending a few hours per week on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
J. W. Gant & Associates, INC.Broker
Venture Trading, INC.Broker
State Registrations34 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.