TrueAdvisor
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MI
CFP · ChFC
MI
CFP · ChFC

Melissa Indelicato

Ameriprise Financial Services, LLC
24 Years of Experience
Milford, MA
Broker
View SEC Summary
View SEC Summary

Melissa Indelicato is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Milford, MA, with 24 years of industry experience. Melissa 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 S Main St, Ste 3, Milford, MA, 01757

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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

Melissa owns a business at 6 Sorens Way in Bedford, MA since 2016. She also serves as Secretary for Indelicato and as an Executive for Indelicato, spending a few hours per week on each role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLC
August 2002 - Present · 24 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 2002 - July 2006 · 3 yrs 11 mos
State Registrations34 states
AZCACOCTDCFLGAIAILINKYMAMDMEMIMOMTNCNENHNJNYOHORPARISCTNTXUTVAVTWAWI
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.
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