RC
RC

Rodney Campopiano

26 Years of Experience
Norwich, CT
3 DisclosuresBroker

Rodney Campopiano is a registered investment advisor at Ameriprise Financial Services, LLC, based in Norwich, CT, with 26 years of industry experience. Rodney 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
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
—
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Location

207 W Town St, Unit 2B, Norwich, CT, 06360

Get directions

History

Regulatory History (3)
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
January 2017
Denied
Customer Dispute
September 2016
Denied
Customer Dispute
May 2016
Denied
Other Business Activities

Rodney serves as a Director for Campopiano, dedicating minimal time to this role. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.
October 2008 - March 2009 · 5 mos
Banc of America Investment Services, INC.Broker
May 2005 - March 2009 · 3 yrs 10 mos
Banc of America Investment Services, INC.Broker
October 2004 - January 2005 · 3 mos
Quick & Reilly, INC.Broker
July 2000 - October 2004 · 4 yrs 3 mos
Metlife Securities INC.Broker
December 1999 - May 2000 · 5 mos
Metropolitan Life Insurance CompanyBroker
December 1999 - May 2000 · 5 mos
State Registrations14 states
CACTFLGAILMAMSNYRISCTNTXVTWA
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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