Christopher Corea
Christopher Corea is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rochester, NY, with 32 years of industry experience. Christopher 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2290 East Ave, 3rd Floor, Rochester, NY, 14610-2567
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2018Other Business ActivitiesSells Insurance
Christopher is an independent insurance broker since 2004/2005. He also manages his Ameriprise business, dedicating minimal time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids 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.
Exams
More Advisors
- Mark Stone, CFPAmeriprise Financial Services, LLC
- Paul Wyand, CFPAmeriprise Financial Services, LLC
- Charles Sawyer, CFPAmeriprise Financial Services, LLC
- Mathew Hill, CFP, ChFCAmeriprise Financial Services, LLC
- Kathryn Castro, CFPAmeriprise Financial Services, LLC
- John Wade, CFPAmeriprise Financial Services, LLC