RD
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Robert Dimaria

26 Years of Experience
Fort Myers, FL
3 DisclosuresBroker

Robert Dimaria is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Myers, FL, with 26 years of industry experience. Robert 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

12800 University Dr, Ste 105, Fort Myers, FL, 33907

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History

Regulatory History (3)
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
September 2008
Closed-No Action
Customer Dispute
February 1999
Settled
Customer Dispute
February 1999
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2018 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLC
November 2018 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2018 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2018 · 9 yrs 1 mo
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
H&r Block Financial Advisors, INC.
May 2007 - May 2008 · 1 yr
H&r Block Financial Advisors, INC.Broker
August 2001 - May 2008 · 6 yrs 9 mos
The J.B. Sutton Group, LLCBroker
July 1996 - August 1998 · 2 yrs 1 mo
State Registrations22 states
CACOFLGAILINMAMDMEMINCNHNJNYOHPASCTNTXVAWAWI
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.
Robert Dimaria - Financial Advisor | TrueAdvisor