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Sayeed Hasnat

24 Years of Experience
Idaho Falls, ID
1 DisclosureBroker

Sayeed Hasnat is a registered investment advisor at Ameriprise Financial Services, LLC, based in Idaho Falls, ID, with 24 years of industry experience. Sayeed 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

900 Pier View Dr Ste 204, Idaho Falls, ID, 83402

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History

Regulatory History (1)
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
March 2008
Settled
Other Business Activities

Sayeed is a part owner and financial advisor for HB Operations LLC, an LLC that pays operating expenses for an Ameriprise Franchise. He dedicates about a quarter of his time to this activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
September 2017 - Present · 8 yrs 10 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2017 · 8 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2017 · 8 yrs 3 mos
Citigroup Global Markets INC.
February 2002 - June 2009 · 7 yrs 4 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
State Registrations38 states
AKAZCACOCTFLGAHIIAIDILINKSLAMAMDMIMNMOMTNCNJNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
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.