DD
DD

Daniel Delmastro

20 Years of Experience
Troy, MI
Broker

Daniel Delmastro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 20 years of industry experience. Daniel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

Loading...

Location

1441 W Long Lake Rd, Ste 250, Troy, MI, 48098-4436

Get directions

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.

Learn about disclosures →
Other Business Activities

Daniel plays piano at public events as a small business owner. He also volunteers as a firefighter and organizes social events for young professionals; these activities take about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
February 2010 - Present · 16 yrs 3 mos
Ameriprise Financial Services, LLC
February 2010 - Present · 16 yrs 3 mos
Ameriprise Financial Services, LLC
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Banc of America Investment Services, INC.
November 2008 - April 2009 · 5 mos
Banc of America Investment Services, INC.Broker
October 2008 - April 2009 · 6 mos
Countrywide Investment Services, INC.Broker
August 2007 - October 2008 · 1 yr 2 mos
Natcity Investments, INC.Broker
February 2006 - August 2007 · 1 yr 6 mos
Cco Investment Services CORP.Broker
December 2005 - February 2006 · 2 mos
Charter One Securities, INC.Broker
May 2005 - December 2005 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - April 2005 · 3 mos
State Registrations6 states
ARMAMIMNMTUT
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.