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CFP
TD
CFP

Thomas Dattilo

Ameriprise Financial Services, LLC
31 Years of Experience
Pepper Pike, OH
Broker
View SEC Summary
View SEC Summary

Thomas Dattilo is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pepper Pike, OH, with 31 years of industry experience. Thomas 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

30100 Chagrin Blvd Ste 180, Pepper Pike, OH, 44124-5705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2017 - Present · 9 yrs 8 mos
Ameriprise Financial Services, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2009 - February 2017 · 8 yrs 1 mo
UBS Financial Services INC.
January 2009 - February 2017 · 8 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - January 2009 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1997 - January 2009 · 12 yrs
Olde Discount CorporationBroker
October 1994 - December 1996 · 2 yrs 2 mos
State Registrations34 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYLAMIMNNCNJNMNVNYOHORPAPRSCTNTXVAWAWI
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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