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Christopher D'andrea

Ameriprise Financial Services, LLC
29 Years of Experience
Lakewood Ranch, FL
2 DisclosuresBroker
View SEC Summary
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Christopher D'andrea is a registered investment advisor at Ameriprise Financial Services, LLC, based in Lakewood Ranch, FL, with 29 years of industry experience. Christopher 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
—
View Full SEC Brochure

Location

7317 Merchant Ct Ste B, Lakewood Ranch, FL, 34240

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History

Regulatory History (2)
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
March 2011
Denied
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher owns vacant land since 2014 and another business since 2017. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2009 - Present · 17 yrs 3 mos
Ameriprise Financial Services, LLC
June 2009 - Present · 17 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
August 2009 - October 2011 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
October 2000 - July 2009 · 8 yrs 9 mos
Wells Fargo Advisors, LLCBroker
October 2000 - July 2009 · 8 yrs 9 mos
First Union Brokerage Services, INC.Broker
June 2000 - October 2000 · 4 mos
A. G. Edwards & Sons, INC.Broker
September 1997 - June 2000 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
March 1997 - July 1997 · 4 mos
Metlife Securities INC.Broker
March 1997 - July 1997 · 4 mos
State Registrations8 states
CTFLGANCNJORSCTN
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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