Anthony Angelo
Anthony Angelo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Summit, NJ, with 16 years of industry experience. Anthony 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
129 Summit Ave Fl 2nd, Summit, NJ, 07901
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2021Other Business ActivitiesSells Insurance
Anthony is an independent insurance broker selling fixed annuities and manages W2 employees and expenses for his Ameriprise franchise. He is also a co-founder of Teddy Atlas Coaching, LLC, a personal development and business coaching company, and uses HUB International to manage health insurance benefits.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations43 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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