DG
DG

Danielle Giordano

15 Years of Experience
New York, NY
Broker

Danielle Giordano is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 15 years of industry experience. Danielle 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

200 W 41st Street, Suite 1902, New York, NY, 10036

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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

Danielle is the co-chair of Project Playground, assisting in building inclusive playgrounds for children in New Jersey. This non-investment related activity takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLC
March 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
June 2021 - March 2022 · 9 mos
MML Investors Services, LLCBroker
March 2017 - March 2022 · 5 yrs
Msi Financial Services, INC.Broker
October 2014 - March 2017 · 2 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
August 2010 - September 2014 · 4 yrs 1 mo
State Registrations3 states
NCNJNY
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.