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CFA · CFP
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CFA · CFP

Sean Eldred

Ameriprise Financial Services, LLC
21 Years of Experience
Columbia, MD
Broker
View SEC Summary
View SEC Summary

Sean Eldred is a CFA, CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Columbia, MD, with 21 years of industry experience. Sean 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
12955 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

8825 Stanford Blvd Ste 200, Columbia, MD, 21045

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Ameriprise Financial Services, LLC
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
First Allied Advisory Services, INC.
January 2013 - September 2016 · 3 yrs 8 mos
First Allied Securities, INC.Broker
January 2013 - September 2016 · 3 yrs 8 mos
Capital Analysts, INC
June 2012 - March 2013 · 9 mos
Lincoln InvestmentBroker
June 2012 - December 2012 · 6 mos
Lincoln Investment Planning, INC
June 2012 - December 2012 · 6 mos
Capital Analysts Incorporated
April 2012 - June 2012 · 2 mos
Capital Analysts, IncorporatedBroker
May 2007 - June 2012 · 5 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - May 2006 · 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2006 · 3 mos
Feldstein, Steven DBA Steven Feldstein & Associates
January 2004 - October 2005 · 1 yr 9 mos
AXA Advisors, LLC
April 2003 - May 2003 · 1 mo
State Registrations44 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.
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