MD
MD

Maria Degennaro

32 Years of Experience
Melville, NY
Broker

Maria Degennaro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Melville, NY, with 32 years of industry experience. Maria 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

445 Broadhollow Rd, Ste 317, Melville, NY, 11747-3601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2021 - Present · 5 yrs 1 mo
Ameriprise Financial Services, LLC
March 2014 - Present · 12 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2008 - March 2014 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2014 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
March 2007 - January 2008 · 10 mos
Linsco/private Ledger CORP.Broker
December 2005 - March 2007 · 1 yr 3 mos
Edward JonesBroker
August 2000 - December 2005 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
February 1997 - July 2000 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1996 - February 1997 · 5 mos
Dean Witter Reynolds INC.Broker
July 1993 - October 1996 · 3 yrs 3 mos
State Registrations21 states
ALAZCACTFLGAKYMAMDNCNHNJNYOHORPARISCTXVAWA
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.