Glenn Fasani
Glenn Fasani is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tampa, FL, with 29 years of industry experience. Glenn 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
3630 W Kennedy Blvd Ste 201, Tampa, FL, 33609-2800
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2021Customer Dispute
October 2019Financial
June 2019Financial
March 2019Financial
September 2018Other Business Activities
Glenn owns Just Tree Inc, a pass-through corporate entity established for tax purposes. He also serves on the board of directors for Fasani and as Chairman of the Bowl 2025-26, and volunteers with Financial Beginnings, a non-profit providing financial education.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.