Edward Pontarelli
Edward Pontarelli is a registered investment advisor at Ameriprise Financial Services, LLC, based in Providence, RI, with 25 years of industry experience. Edward 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
1 Citizens Plz, Ste 610, Providence, RI, 02903-1344
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward owns commercial real estate and Jelp Realty LLC, both investment-related. He also works as an independent insurance broker for multiple health insurance companies and owns Jelp Holding Corp, which is involved in auto repair, used car sales, and car rentals, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
First Investors CorporationBroker
State Registrations22 states
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