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Sandra Hildebrand

30 Years of Experience
Sarasota, FL
Broker

Sandra Hildebrand is a registered investment advisor at Ameriprise Financial Services, LLC, based in Sarasota, FL, with 30 years of industry experience. Sandra 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

1819 Main St Ste 1002, 10th Floor, Sarasota, FL, 34236

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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
July 2019 - Present · 7 yrs
Ameriprise Financial Services, LLC
March 2019 - Present · 7 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
November 2013 - March 2019 · 5 yrs 4 mos
LPL Financial LLCBroker
October 2008 - November 2013 · 5 yrs 1 mo
Uvest Financial Services Group, INC.Broker
May 2003 - September 2008 · 5 yrs 4 mos
Essex National Securities, INC.Broker
January 2001 - May 2003 · 2 yrs 4 mos
Essex National Securities, INC.Broker
August 1995 - November 2000 · 5 yrs 3 mos
State Registrations26 states
CACOCTDEFLGAHIIAILLAMAMDMIMOMSNCNHNJNYOHORPASCTXVAWA
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.