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Gregory Leyden

17 Years of Experience
Dallas, TX
Broker

Gregory Leyden is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dallas, TX, with 17 years of industry experience. Gregory 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.

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Location

8850 Boedeker Dr, Dallas, TX, 75225

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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

Gregory works as a Money Market Manager at Comerica Bank since November 2023. This investment-related activity takes up about a third of Gregory's time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Comerica Securities
June 2021 - November 2023 · 2 yrs 5 mos
Comerica SecuritiesBroker
April 2019 - November 2023 · 4 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2012 - April 2019 · 6 yrs 10 mos
Mutual Securities, INC.Broker
February 2011 - April 2011 · 2 mos
Fidelity Brokerage Services LLCBroker
January 2008 - February 2009 · 1 yr 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
July 2007 - January 2008 · 6 mos
Fidelity Brokerage Services LLCBroker
June 2005 - July 2007 · 2 yrs 1 mo
State Registrations20 states
ARAZCACODCFLGAILKSLAMAMINJNMNYORRITXVAWY
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.
Gregory Leyden - Financial Advisor | TrueAdvisor