IS
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Isandra Salinas

23 Years of Experience
Vienna, VA
Broker

Isandra Salinas is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vienna, VA, with 23 years of industry experience. Isandra 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

8045 Leesburg Pike, Ste 500, Vienna, VA, 22182

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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

Isandra is a board member for Salinas since December 2024, dedicating minimal time to this role. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
November 2024 - Present · 1 yr 6 mos
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2023 - November 2024 · 1 yr 2 mos
Charles Schwab & CO., INC.
September 2023 - November 2024 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2018 - September 2023 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2018 - September 2023 · 5 yrs 2 mos
Morgan Stanley
February 2014 - June 2018 · 4 yrs 4 mos
Morgan StanleyBroker
February 2014 - June 2018 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2008 - February 2014 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - February 2014 · 5 yrs 6 mos
Citigroup Global Markets INC.
September 2003 - August 2008 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
April 2002 - August 2008 · 6 yrs 4 mos
State Registrations39 states
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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.