Joseph Barnas
Joseph Barnas is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 21 years of industry experience. Joseph 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
515 Madison Avenue, 8th Floor, New York, NY, 10022-5596
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2025Regulatory
June 2012Other Business Activities
Joseph is a member of Gryphon Investing LLC, created to lease office space, but currently inactive. He also dedicates minimal time to the SIEDC networking group and a few hours per week to joint marketing efforts as a Financial Advisor Partner at Chera Barnas Financial.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
National Securities CorporationBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Laidlaw & Company (UK) LTD.Broker
Sands Brothers & CO., LTD.Broker
State Registrations16 states
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
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