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Salvatore Vanadia

13 Years of Experience
Fenton, MI
BrokerSells Insurance

Salvatore Vanadia is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fenton, MI, with 13 years of industry experience. Salvatore 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

175 N. Leroy St., Fenton, MI, 48430-3805

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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 ActivitiesSells Insurance

Salvatore is an independent insurance broker for American National Insurance, selling fixed annuities since 2022. He also works as a financial advisor at ChoiceOne Bank, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs
Ameriprise Financial Services, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Cetera Investment Advisers LLC
September 2021 - May 2023 · 1 yr 8 mos
Cetera Investment Services LLCBroker
September 2021 - May 2023 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - September 2021 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - September 2021 · 5 yrs 4 mos
Citizens Securities, INC.
February 2016 - May 2016 · 3 mos
Citizens Securities, INC.Broker
November 2015 - May 2016 · 6 mos
J.P. Morgan Securities LLCBroker
October 2014 - September 2015 · 11 mos
Thrivent Investment Management INC.Broker
February 2012 - August 2014 · 2 yrs 6 mos
State Registrations4 states
FLINMIOH
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.