KZ
KZ

Kyle Zingone

13 Years of Experience
Palm Beach Gardens, FL
Broker

Kyle Zingone is a registered investment advisor at Ameriprise Financial Services, LLC, based in Palm Beach Gardens, FL, with 13 years of industry experience. Kyle 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

3801 PGA Blvd Ste 500, Palm Beach Gardens, FL, 33410

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLCBroker
May 2022 - Present · 4 yrs
Ameriprise Financial Services, LLC
May 2022 - Present · 4 yrs
Previous Registrations
RBC Capital Markets, LLCBroker
June 2013 - June 2022 · 9 yrs
RBC Capital Markets, LLC
June 2013 - June 2022 · 9 yrs
Morgan Stanley Smith Barney LLC
August 2012 - September 2012 · 1 mo
Morgan Stanley Smith BarneyBroker
July 2012 - September 2012 · 2 mos
Morgan Stanley Smith BarneyBroker
July 2011 - September 2011 · 2 mos
State Registrations35 states
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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.