TrueAdvisor
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MN
CFP
MN
CFP

Maria Natarelli

Ameriprise Financial Services, LLC
17 Years of Experience
Albany, NY
Broker
View SEC Summary
View SEC Summary

Maria Natarelli is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Albany, NY, with 17 years of industry experience. Maria 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

80 Wolf Rd, First Floor, Albany, NY, 12205-2608

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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

Maria has several outside business activities, including a continued advisor role and management duties at FFLIH, leadership at INetwork NY LLC, co-ownership of Inspire Tax LLC and ICN Holdings LLC, and ownership of Zarba Energy, LLC. She also serves as a pro-bono chair for Natarelli.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2012 - Present · 14 yrs 8 mos
Ameriprise Financial Services, LLCBroker
March 2009 - Present · 17 yrs 7 mos
Ameriprise Financial Services, LLC
March 2009 - Present · 17 yrs 7 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAIAMAMDMEMIMNMTNCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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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