Sanjay Chugani
Sanjay Chugani is a registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 21 years of industry experience. Sanjay 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
2029 Cenury Park E Ste 800, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sanjay co-owns a retail business since 2014, dedicating minimal time. He also works at Comerica Bank since 2023, spending about a quarter of his time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Comerica SecuritiesBroker
Comerica Securities
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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