TrueAdvisor
TrueAdvisor
RS
RS

Reid Suzuki

Ameriprise Financial Services, LLC
33 Years of Experience
Honolulu, HI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Reid Suzuki is a registered investment advisor at Ameriprise Financial Services, LLC, based in Honolulu, HI, with 33 years of industry experience. Reid 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

1585 Kapiolani Blvd, Suite 1620 (P2A), Honolulu, HI, 96814

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2005
Settled
View Full SEC ReportHow to Read Disclosures
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 3 mos
Ameriprise Financial Services, LLCBroker
June 1993 - Present · 33 yrs 4 mos
Ameriprise Financial Services, LLC
June 1993 - Present · 33 yrs 4 mos
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.
More Advisors
More financial advisors in Honolulu, HI →All financial advisors in Hawaii →