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BR
CFP
BR
CFP

Brian Reiss

Ameriprise Financial Services, LLC
32 Years of Experience
Flemington, NJ
Broker
View SEC Summary
View SEC Summary

Brian Reiss is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Flemington, NJ, with 32 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

349 Rt 31, Ste 101, Flemington, NJ, 08822

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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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Other Business Activities

Brian serves as Chairman on the Board of Directors for Reiss, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2015 - Present · 11 yrs 6 mos
Ameriprise Financial Services, LLC
April 2015 - Present · 11 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Riversource Distributors, INC.Broker
January 2007 - April 2015 · 8 yrs 3 mos
Ameriprise Financial Services, INC.Broker
December 1993 - January 2007 · 13 yrs 1 mo
Ids Life Insurance CompanyBroker
December 1993 - December 2006 · 13 yrs
State Registrations13 states
CACTDEFLMDMNNCNJNYPATXVAWI
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.
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