Kevin Deangelis
Kevin Deangelis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cranston, RI, with 32 years of industry experience. Kevin 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
1000 Chapel View Blvd, Ste 250, Cranston, RI, 02920-3067
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2023Regulatory
September 2021Employment Separation After Allegations
September 2020Customer Dispute
March 2006Customer Dispute
January 2005Other Business Activities
Kevin is involved with Smiths Tax Service since February 2022. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Fis Securities, INC.Broker
440 Financial Distributors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.