Anthony Angelo
Anthony Angelo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Summit, NJ, with 15 years of industry experience. Anthony 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
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 Registrations42 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.