Annie Pereyra
Annie Pereyra is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rye Brook, NY, with 16 years of industry experience. Annie 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
800 Westchester Ave, Ste 300, Rye Brook, NY, 10573-1354
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annie owns multiple real estate properties and serves as a Strategy & Risk Board Member for Pereyra. She also manages an Instagram community account called We Love LBNY and provides marketing and strategy consulting to SLPP, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
International Equity Services, INC.Broker
State Registrations9 states
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