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Jeffery Suhayda

30 Years of Experience
Pittsburgh, PA
1 DisclosureBroker

Jeffery Suhayda is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pittsburgh, PA, with 30 years of industry experience. Jeffery 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

1570 Omega Dr, Pittsburgh, PA, 15205

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History

Regulatory History (1)
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Customer Dispute
October 2004
Pending
Other Business Activities

Jeffery co-owns and manages an Ameriprise business, dedicating about a quarter of his time, including time during trading hours. He also manages another business, spending a few hours per week on it, including time during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2003 - Present · 22 yrs 7 mos
Ameriprise Financial Services, LLC
March 1996 - Present · 30 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 1996 - Present · 30 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1996 - July 2006 · 10 yrs 4 mos
State Registrations18 states
AZCODCFLGAINKSKYMDNCNYOHPASCTNTXVAWV
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.
Jeffery Suhayda - Financial Advisor | TrueAdvisor