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TH
CFP
TH
CFP

Todd Hubley

Ameriprise Financial Services, LLC
23 Years of Experience
Staten Island, NY
Broker
View SEC Summary
View SEC Summary

Todd Hubley is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Staten Island, NY, with 23 years of industry experience. Todd 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

1441 South Ave Ste 204, Staten Island, NY, 10314

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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

Todd receives royalties from book sales since 2009. This activity requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 11 mos
Ameriprise Financial Services, LLC
September 2003 - Present · 23 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2003 - Present · 23 yrs 1 mo
Previous Registrations
Ameriprise Advisor Services, INC.Broker
July 2009 - October 2009 · 3 mos
Ameriprise Financial Services, INC.
July 2007 - December 2010 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
September 2003 - July 2006 · 2 yrs 10 mos
State Registrations2 states
NYWA
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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