LD
LD

Lindsay Dyment

22 Years of Experience
Boston, MA
Broker

Lindsay Dyment is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boston, MA, with 22 years of industry experience. Lindsay 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

60 State St, Suite 2100, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lindsay works as a store associate at JCrew Factory, handling register duties, standardizing clothes, folding, and customer service. This takes about 10-20% of Lindsay's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2017 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLC
August 2017 - Present · 8 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2017 · 8 yrs
Morgan StanleyBroker
June 2009 - June 2017 · 8 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2004 - February 2007 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - February 2007 · 3 yrs 9 mos
State Registrations19 states
AZCACOCTDCFLGAMAMENCNHNJNYPARISCTXVAWA
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.