Susan Ramirez
Susan Ramirez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, MD, with 28 years of industry experience. Susan 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
8825 Stanford Blvd Ste 200, Columbia, MD, 21045
Get directionsHistory
Regulatory History (1)
Financial
April 2020Other Business Activities
Susan owns Riley Management LLC, SEAM LLC, and SEAQU LLC, and is a board member at Ramirez. She also works as a financial advisor/investment manager for LPPO, LLC, dedicating about a third of her time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Suntrust Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Hibernia Investment Securities INC.Broker
State Registrations25 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.