Donald Bertucci
Donald Bertucci is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 31 years of industry experience. Donald 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
122 E 42nd St, Ste 2215, New York, NY, 10168
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2012Customer Dispute
August 2001Other Business Activities
Donald has business ownership interests at 122 East 42nd Street in New York, NY. He spends minimal time on this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Nichols, Safina, Lerner & CO. INC.Broker
State Registrations10 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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