Steven Anastasia
Steven Anastasia is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 26 years of industry experience. Steven 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
Tampa, FL
Get directionsHistory
Regulatory History (2)
Regulatory
June 2006Customer Dispute
February 2000Other Business Activities
Steven is a 10% owner of Monty's Pizzeria and a 100% owner of Sunrise Holding Development Corp., which manages rental properties. These activities are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
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.