SB
SB

Steven Binder

32 Years of Experience
Glendale, AZ
Broker

Steven Binder is a registered investment advisor at Ameriprise Financial Services, LLC, based in Glendale, AZ, with 32 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
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

17505 N 79th Ave Ste 102, Glendale, AZ, 85308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Steven is involved in business ownership, consulting, and other activities since 2010, dedicating about 35-50 hours per month, including time during trading hours. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2023 - Present · 2 yrs 7 mos
Ameriprise Financial Services, LLC
June 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
June 2013 - October 2023 · 10 yrs 4 mos
LPL Financial LLC
June 2012 - June 2013 · 1 yr
LPL Financial LLCBroker
August 2010 - June 2013 · 2 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1997 - April 2008 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - April 2008 · 14 yrs 7 mos
State Registrations5 states
AZCOKYMNTX
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.