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Daniel Damore

19 Years of Experience
Miamisburg, OH
Broker

Daniel Damore is a registered investment advisor at Ameriprise Financial Services, LLC, based in Miamisburg, OH, with 19 years of industry experience. Daniel 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

2835 Miami Village Dr Ste 101, Miamisburg, OH, 45342

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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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Other Business Activities

Daniel is involved with Moose Eye Capital LLC, working approximately 60 hours per month. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
May 2018 - Present · 8 yrs
Previous Registrations
Key Investment Services LLCBroker
May 2017 - April 2018 · 11 mos
Key Investment Services LLC
May 2017 - April 2018 · 11 mos
Ameriprise Financial Services, INC.
February 2009 - May 2017 · 8 yrs 3 mos
Ameriprise Financial Services, INC.Broker
February 2008 - May 2017 · 9 yrs 3 mos
Assent LLCBroker
November 2006 - August 2007 · 9 mos
Atlas TradingBroker
August 2006 - November 2006 · 3 mos
Generic Trading of Philadelphia, LLCBroker
April 2006 - August 2006 · 4 mos
Worldco, L.L.C.Broker
August 2000 - October 2000 · 2 mos
State Registrations21 states
AZCACOCTFLGAILINKYMDMNNCNJNMNYOHSCTNTXUTVA
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.
Daniel Damore - Financial Advisor | TrueAdvisor