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Paul Pirro

19 Years of Experience
Williamsville, NY
1 DisclosureBroker

Paul Pirro is a registered investment advisor at Ameriprise Financial Services, LLC, based in Williamsville, NY, with 19 years of industry experience. Paul 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

6622 Main St, Ste 2, Williamsville, NY, 14221

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History

Regulatory History (1)
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Customer Dispute
July 2024
Denied
Other Business Activities

Paul is involved in multiple business ventures, including 6622 Main St LLC and MDP 6622 LLC, and other unspecified activities. He dedicates minimal time to some activities, while MDP 6622 LLC takes up about 60 hours per month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2020 - Present · 6 yrs 3 mos
Ameriprise Financial Services, LLC
February 2007 - Present · 19 yrs 8 mos
Ameriprise Financial Services, LLCBroker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
July 2009 - December 2010 · 1 yr 5 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAHIILINMAMDMIMNMONCNJNMNYOHOKORPARISCTNTXVAVTWAWIWV
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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