Sean Eldred
Sean Eldred is a CFA, CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 20 years of industry experience. Sean 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
7840 Roswell Rd, Ste 405, Atlanta, GA, 30350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Capital Analysts, INC
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Feldstein, Steven DBA Steven Feldstein & Associates
AXA Advisors, LLC
State Registrations43 states
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