Sherry Celle
Sherry Celle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Great Barrington, MA, with 32 years of industry experience. Sherry 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
38 Mahaiwe St, Ste 2, Great Barrington, MA, 01230
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2005Customer Dispute
March 2005Other Business Activities
Sherry owns another business, started in May 2024, but spends no time on it. She is also a general board member for De Celle, dedicating minimal time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
State Registrations15 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
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