Michael Adiutori
Michael Adiutori is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in San Jose, CA, with 32 years of industry experience. Michael 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
225 W Santa Clara St Ste 1600, San Jose, CA, 95113-1723
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2004Criminal
September 1985Other Business ActivitiesSells Insurance
Michael is an independent insurance broker, representing multiple companies including Life of the Southwest, Blue Shield of CA, Guardian, and Midland National. He has been involved in insurance brokering since 1998.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations14 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.