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CFP
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CFP

Tiffani Tita

Ameriprise Financial Services, LLC
21 Years of Experience
Nazareth, PA
Broker
View SEC Summary
View SEC Summary

Tiffani Tita is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Nazareth, PA, with 21 years of industry experience. Tiffani 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

240 S Main St Ste 1207, Nazareth, PA, 18064-2708

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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

Tiffani owns TTLTAT3333 LLC and manages her Ameriprise business, dedicating minimal time to it. She also participates in community service and networking with BW Nice Lehigh Valley, spending a few hours per week, including some during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2015 - Present · 11 yrs
Ameriprise Financial Services, LLC
October 2015 - Present · 11 yrs
Ameriprise Financial Services, LLCBroker
October 2015 - Present · 11 yrs
Previous Registrations
Modera Wealth Management, LLC
March 2015 - September 2015 · 6 mos
Metlife Securities INC.
September 2014 - February 2015 · 5 mos
Metlife Securities INC.Broker
August 2014 - February 2015 · 6 mos
Park Avenue Securities LLCBroker
August 2012 - July 2014 · 1 yr 11 mos
Ameriprise Advisor Services, INC.Broker
August 2009 - October 2009 · 2 mos
Ameriprise Financial Services, INC.Broker
March 2005 - July 2012 · 7 yrs 4 mos
Ids Life Insurance CompanyBroker
March 2005 - July 2006 · 1 yr 4 mos
State Registrations32 states
AZCACTDCDEFLGAHIIAILLAMAMDMEMIMNMSMTNCNENJNYOHORPARISCSDTXVAWAWI
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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