Patrick D'agostino
Patrick D'agostino is a registered investment advisor at Ameriprise Financial Services, LLC, based in Pitman, NJ, with 28 years of industry experience. Patrick 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
57 S Broadway Ste C, Pitman, NJ, 08071
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
January 2015Other Business Activities
Patrick is a co-owner of North Point Holdings LLC and acts as a landlord, maintaining a building. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
1914 Advisors
Boenning & Scattergood, INC.Broker
Pruco Securities CorporationBroker
State Registrations20 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.
Exams
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