Daniel Driscoll
Daniel Driscoll is a registered investment advisor at Ameriprise Financial Services, LLC, based in Rochester, NY, with 18 years of industry experience. Daniel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2290 East Ave, 3rd Floor, Rochester, NY, 14610-2567
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Daniel owns a single-family real estate property and is the owner of DSKJ Consulting. He also manages Ameriprise business through Cadence Associates, LLC and DSKJ Consulting, spending a few hours per week on these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations15 states
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
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