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Troy Macaluso

Ameriprise Financial Services, LLC
30 Years of Experience
Metairie, LA
1 DisclosureBroker
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Troy Macaluso is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Metairie, LA, with 30 years of industry experience. Troy 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4501 W Napoleon Ave, Ste 110, Metairie, LA, 70001

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History

Regulatory History (1)
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
May 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Troy is a member/manager of Greater New Orleans Planning Group, LLC, which handles shared office expenses, dedicating about 10-20% of his time. He also spends minimal time as a member/manager of Mansa Musa Operations and Mansa Musa Partners, providing administrative and operational support and expense sharing.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 20 yrs
Ameriprise Financial Services, LLC
September 1996 - Present · 30 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1996 - Present · 30 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1996 - July 2006 · 9 yrs 10 mos
State Registrations30 states
AKALARAZCACODCFLGAIAILKYLAMAMDMIMOMSNCNHNJNMNYOKPATNTXVAWIWV
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.
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