Massimo Magliari
Massimo Magliari is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Plymouth Meeting, PA, with 28 years of industry experience. Massimo 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
2070 Butler Pike, Plymouth Meeting, PA, 19462
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Massimo is involved in several outside business activities, including business ownership since 2014 and 2015, dedicating about 10-20% of his time to one and a few hours per week to the others. He also serves as a board of director since 2014, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations34 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.