TrueAdvisor
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CFP
AR
CFP

Andrew Robertson

Ameriprise Financial Services, LLC
10 Years of Experience
Boston, MA
Broker
View SEC Summary
View SEC Summary

Andrew Robertson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Boston, MA, with 10 years of industry experience. Andrew 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

60 State St, Suite 2100, Boston, MA, 02109

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2024 - Present · 2 yrs 8 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Money Smarts, LLC
June 2022 - November 2022 · 5 mos
Citizens Securities, INC.
July 2019 - November 2019 · 4 mos
Citizens Securities, INC.Broker
July 2019 - November 2019 · 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - February 2019 · 7 mos
Strategic Advisers LLC
April 2017 - July 2018 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
March 2017 - February 2019 · 1 yr 11 mos
Charles Schwab & CO., INC.
June 2016 - October 2016 · 4 mos
Charles Schwab & CO., INC.Broker
November 2015 - October 2016 · 11 mos
AXA Advisors, LLCBroker
August 2015 - September 2015 · 1 mo
Citigroup Global Markets INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
Citicorp Investment ServicesBroker
October 2005 - May 2007 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 2005 - September 2005 · 6 mos
State Registrations20 states
AZCACTDEFLGAILMAMDMEMOMSNCNHNYOHPARITXVA
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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