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Bryan Dein

26 Years of Experience
Voorhees, NJ
Broker

Bryan Dein is a registered investment advisor at Ameriprise Financial Services, LLC, based in Voorhees, NJ, with 26 years of industry experience. Bryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1105 Laurel Oak Road, Suite 142, Voorhees, NJ, 08043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2023 - Present · 3 yrs 3 mos
Ameriprise Financial Services, LLC
February 2023 - Present · 3 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Gladstone Wealth Partners
July 2019 - February 2023 · 3 yrs 7 mos
LPL Financial LLCBroker
July 2019 - February 2023 · 3 yrs 7 mos
UBS Financial Services INC.
January 2009 - July 2019 · 10 yrs 6 mos
UBS Financial Services INC.Broker
January 2009 - July 2019 · 10 yrs 6 mos
Wachovia Securities, LLC
July 2003 - January 2009 · 5 yrs 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2009 · 5 yrs 6 mos
Morgan Stanley
June 2002 - July 2003 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
November 1999 - July 2003 · 3 yrs 8 mos
State Registrations12 states
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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.