Troy Neily
Troy Neily is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bedford, NH, with 28 years of industry experience. Troy 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
2 Commerce Dr Ste 201, Bedford, NH, 03110-6803
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Troy is an independent insurance broker with Anthem since 2018, and with Colonial since 2018, selling disability income insurance. The filing does not specify the amount of time Troy spends on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Flatiron Financial Group, LLC
Flatiron Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations22 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.