Andrew Petty
Andrew Petty is a registered investment advisor at Ameriprise Financial Services, LLC, based in Orlando, FL, with 24 years of industry experience. Andrew 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
10917 Dylan Loren Cir, Ste A, Orlando, FL, 32825
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business Activities
Andrew owns multiple real estate properties and is involved with Marlowe, Petty & Associates LLC and MP 007 Ventures LLC, which are related to his Ameriprise franchise practice. He also invests in a startup video game company, spending about a third of his time on his LLCs.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations33 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.