Sheri Granaroli
Sheri Granaroli is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 15 years of industry experience. Sheri 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
2700 N Military Trl Ste 390, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sheri owns 42 Roses LLC, providing administrative services, and works in operations for SRA Partners LLC. She spends minimal time on 42 Roses LLC and about a third of her time at SRA Partners LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wachovia Securities, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations13 states
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