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Reid Suzuki

32 Years of Experience
Aiea, HI
1 DisclosureBroker

Reid Suzuki is a registered investment advisor at Ameriprise Financial Services, LLC, based in Aiea, HI, with 32 years of industry experience. Reid 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

98-1247 Kaahumanu St, Ste 305, Aiea, HI, 96701-5301

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History

Regulatory History (1)
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Customer Dispute
January 2005
Settled
Other Business Activities

Reid serves as treasurer on the Board of Directors for Suzuki. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 1993 - Present · 33 yrs
Ameriprise Financial Services, LLCBroker
June 1993 - Present · 33 yrs 1 mo
Ameriprise Financial Services, LLC
June 1993 - Present · 33 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
June 1993 - July 2006 · 13 yrs 1 mo
State Registrations14 states
AKAZCACOFLHIIDMDMNNVNYORTXUT
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.