Daniel Shontere
Daniel Shontere is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sarasota, FL, with 32 years of industry experience. Daniel 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
1819 Main St Ste 1002, 10th Floor, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2001Customer Dispute
February 1999Customer Dispute
November 1998Other Business Activities
Daniel owns multi-family real estate since 2017 and is the Finance Chair for Shontere since 2019. The real estate activity is investment-related, while the Finance Chair position is not, taking minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations32 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.