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Luzaida Pietri

Ameriprise Financial Services, LLC
20 Years of Experience
San Jose, CA
Broker
View SEC Summary
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Luzaida Pietri is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in San Jose, CA, with 20 years of industry experience. Luzaida 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

225 W Santa Clara St Ste 1600, San Jose, CA, 95113-1723

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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

Luzaida engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2011 - Present · 15 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2011 - Present · 15 yrs 6 mos
Ameriprise Financial Services, LLC
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
Cuso Financial Services, L.P.
November 2008 - August 2010 · 1 yr 9 mos
Cuso Financial Services, L.P.Broker
November 2008 - August 2010 · 1 yr 9 mos
Edward Jones
February 2007 - July 2008 · 1 yr 5 mos
Edward JonesBroker
July 2005 - July 2008 · 3 yrs
State Registrations9 states
CAFLILMINJNVTXVAWI
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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