George Papadoyannis
George Papadoyannis is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in San Mateo, CA, with 35 years of industry experience. George 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
1900 O'Farrell St, Ste 180, San Mateo, CA, 94403-1329
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2005Customer Dispute
February 2005Customer Dispute
March 2004Customer Dispute
October 2002Other Business Activities
George has business ownership and consulting activities, dedicating about 10-20% of his time since 2000. He also has another non-investment related activity since 2017, dedicating minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations44 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.