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Keith Berenguer

Ameriprise Financial Services, LLC
31 Years of Experience
Virginia Beach, VA
1 DisclosureBroker
View SEC Summary
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Keith Berenguer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Virginia Beach, VA, with 31 years of industry experience. Keith 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

222 Central Park Ave Ste 1920, Virginia Beach, VA, 23462-3037

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History

Regulatory History (1)
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
April 2025
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
June 2009 - September 2011 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2006 - April 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.
February 2006 - April 2009 · 3 yrs 2 mos
Legg Mason Wood Walker INC
January 2002 - February 2006 · 4 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
September 1998 - February 2006 · 7 yrs 5 mos
Dean Witter Reynolds INC.Broker
April 1995 - October 1998 · 3 yrs 6 mos
State Registrations28 states
ALCACODEFLGAILINKSLAMDMEMNNCNJNMNVNYOHORPASCTXUTVAVirgin IslandsWAWI
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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