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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 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

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 · 5 yrs 10 mos
Ameriprise Financial Services, LLCBroker
February 2007 - Present · 19 yrs 3 mos
Ameriprise Financial Services, LLC
February 2007 - Present · 19 yrs 3 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.