FA
FA

Francis Aiello

19 Years of Experience
Monroeville, PA
1 DisclosureBroker

Francis Aiello is a registered investment advisor at Ameriprise Financial Services, LLC, based in Monroeville, PA, with 19 years of industry experience. Francis 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
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
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Location

2681 Mosside Blvd, Monroeville, PA, 15146

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2022
Final
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
The Huntington Investment CompanyBroker
May 2026 - Present · 5 mos
Huntington Financial Advisors
May 2026 - Present · 5 mos
Previous Registrations
Edward Jones
May 2024 - May 2026 · 2 yrs
Edward JonesBroker
May 2024 - May 2026 · 2 yrs
Pruco Securities, LLC.Broker
February 2024 - May 2024 · 3 mos
Prudential Financial Planning Services
February 2024 - May 2024 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2023 - March 2024 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2023 - March 2024 · 1 yr 1 mo
Portsmouth - Smartlife Financial Group, LLC
December 2021 - December 2022 · 1 yr
LPL Financial LLC
January 2019 - February 2021 · 2 yrs 1 mo
LPL Financial LLCBroker
January 2019 - February 2021 · 2 yrs 1 mo
Farmers Financial Solutions, LLCBroker
July 2018 - November 2018 · 4 mos
PNC Investments
June 2016 - October 2017 · 1 yr 4 mos
PNC InvestmentsBroker
June 2016 - October 2017 · 1 yr 4 mos
Fisher Investments
December 2015 - May 2016 · 5 mos
Citizens Securities, INC.
August 2015 - December 2015 · 4 mos
Citizens Securities, INC.Broker
August 2015 - December 2015 · 4 mos
PNC Investments
June 2011 - August 2015 · 4 yrs 2 mos
PNC InvestmentsBroker
June 2011 - August 2015 · 4 yrs 2 mos
NFP Securities, INC.Broker
August 2010 - May 2011 · 9 mos
NFP Securities, INC.
August 2010 - May 2011 · 9 mos
Oppenheimer & CO. INC.
June 2009 - July 2010 · 1 yr 1 mo
Oppenheimer & CO. INC.Broker
June 2009 - July 2010 · 1 yr 1 mo
PNC Investments
December 2006 - June 2009 · 2 yrs 6 mos
PNC InvestmentsBroker
December 2006 - June 2009 · 2 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - October 2006 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - October 2006 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
July 2005 - September 2005 · 2 mos
Ameriprise Financial Services, INC.Broker
July 2005 - September 2005 · 2 mos
State Registrations1 state
PA
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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Francis Aiello - Financial Advisor | TrueAdvisor