Daniel Buckley
Daniel Buckley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Staten Island, NY, with 28 years of industry experience. Daniel 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
2025 Richmond Ave Ste 200, Staten Island, NY, 10314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Tower Square Securities, INC.Broker
Msi Financial Services, INC.
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
Nathan & Lewis Securities, INC.Broker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
David William SecuritiesBroker
Republic Financial Services CorporationBroker
State Registrations17 states
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