FQ
FQ

Fernando Quattrociocchi

29 Years of Experience
Grosse Pointe Woods, MI
BrokerSells Insurance

Fernando Quattrociocchi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Grosse Pointe Woods, MI, with 29 years of industry experience. Fernando 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

20180 Mack Ave, Grosse Pointe Woods, MI, 48236

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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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Other Business ActivitiesSells Insurance

Fernando is an independent insurance broker since 2019, focusing on fixed annuities. He also works at Comerica Bank and is involved with Oxygen/maestro, a cash management platform, dedicating about a quarter of his time to the bank and minimal time to Oxygen/maestro.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Comerica Securities
December 2004 - November 2023 · 18 yrs 11 mos
Comerica SecuritiesBroker
January 2000 - November 2023 · 23 yrs 10 mos
Copeland Equities, INC.Broker
October 1997 - January 2000 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
July 1995 - April 1996 · 9 mos
State Registrations15 states
AZCACOCTFLINMIMONCNHOHSCTNTXUT
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.