Neerja Chaudhry
Neerja Chaudhry is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 32 years of industry experience. Neerja 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
3045 Newmark Dr, Miamisburg, OH, 45342
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
April 2008Other Business Activities
Neerja has business ownership activities, including real estate and Randin, LLC. She also plans to start a travel blog called My Ultimate Trips, dedicating minimal time to it currently.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
J.p.morgan Securities INC.Broker
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
State Registrations10 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.