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Nadia Daoud

9 Years of Experience
Farmington Hills, MI
Broker

Nadia Daoud is a registered investment advisor at Ameriprise Financial Services, LLC, based in Farmington Hills, MI, with 9 years of industry experience. Nadia 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

36455 Corporate Drive, Farmington Hills, MI, 48331-3552

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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

Nadia is employed by Comerica Financial. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Comerica SecuritiesBroker
December 2021 - November 2023 · 1 yr 11 mos
Comerica Securities
December 2021 - November 2023 · 1 yr 11 mos
Citizens Securities, INC.Broker
October 2019 - October 2021 · 2 yrs
Citizens Investment Services
October 2019 - October 2021 · 2 yrs
Hornor, Townsend & Kent, INC.
May 2018 - October 2018 · 5 mos
Hornor, Townsend & Kent, INC.Broker
April 2018 - October 2018 · 6 mos
MML Investors Services, LLC
June 2017 - February 2018 · 8 mos
MML Investors Services, LLCBroker
June 2016 - February 2018 · 1 yr 8 mos
John Hancock Distributors, INC.Broker
August 1992 - June 1993 · 10 mos
John Hancock Mutual Life Insurance CompanyBroker
August 1992 - June 1993 · 10 mos
State Registrations4 states
AZCAFLMI
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.