Shane Hall
Shane Hall is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 25 years of industry experience. Shane 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
530 5th Ave, 10th Floor, New York, NY, 10036
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2022Judgment / Lien
March 2019Customer Dispute
July 2008Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations13 states
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
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