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Mitchell Edenbaum

32 Years of Experience
Boca Raton, FL
2 DisclosuresBroker

Mitchell Edenbaum is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 32 years of industry experience. Mitchell 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.

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
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Location

5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045

Get directions

History

Regulatory History (2)
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
May 2005
Denied
Customer Dispute
December 2002
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2026 - Present · 6 mos
Ameriprise Financial Services, LLCBroker
May 2026 - Present · 6 mos
Previous Registrations
Oppenheimer & CO. INC.
May 2015 - June 2026 · 11 yrs 1 mo
Oppenheimer & CO. INC.Broker
January 2002 - June 2026 · 24 yrs 5 mos
Prime Charter LTD.Broker
February 1996 - January 2002 · 5 yrs 11 mos
Prime Charter LTD.Broker
January 1996 - February 1996 · 1 mo
Americorp Securities, INC.Broker
September 1995 - January 1996 · 4 mos
Oppenheimer & CO., INC.Broker
August 1994 - September 1995 · 1 yr 1 mo
State Registrations28 states
AZCACOCTDCDEFLGAILINMAMDMIMNMSNCNJNVNYOHORPAPRRISCTXVAWA
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.
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