Sean Donnelly
Sean Donnelly is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 29 years of industry experience. Sean 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4510 Executive Dr, Ste P9, San Diego, CA, 92121
Get directionsHistory
Regulatory History (1)
Criminal
November 1994Other Business Activities
Sean owns real estate, starting in February 2025. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
Linsco/private Ledger CORP.Broker
Waddell & Reed, INC.Broker
Fortis Investors, INC.Broker
State Registrations11 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.