KD
KD

Kevin Doyle

23 Years of Experience
Providence, RI
2 DisclosuresBroker

Kevin Doyle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Providence, RI, with 23 years of industry experience. Kevin 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

1 Citizens Plz, Ste 610, Providence, RI, 02903-1344

Get directions

History

Regulatory History (2)
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
June 2023
Denied
Judgment / Lien
July 2014
Other Business Activities

Kevin serves on the board of directors for Doyle and is also a member of their development committee. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
August 2017 - March 2023 · 5 yrs 7 mos
Edward JonesBroker
May 2017 - March 2023 · 5 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - May 2017 · 2 mos
Msi Financial Services, INC.Broker
February 2011 - March 2017 · 6 yrs 1 mo
Nylife Securities LLCBroker
June 2002 - February 2011 · 8 yrs 8 mos
State Registrations9 states
CTFLMAMDMEMINHRIVA
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.
Kevin Doyle - Financial Advisor | TrueAdvisor