VP
VP

Vincent Pamelia

14 Years of Experience
Bloomfield Hills, MI
Broker

Vincent Pamelia is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomfield Hills, MI, with 14 years of industry experience. Vincent 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.

Loading...

Location

39400 Woodward Ave Ste 255, Bloomfield Hills, MI, 48304

Get directions

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.

Learn about disclosures →
Other Business Activities

Vincent owns a business at his home address, dedicating minimal time to it. He also works for Comerica Financial Advisors and is involved with Financial Oxygen/Maestro, a cash management platform, dedicating time to both during and outside trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Comerica SecuritiesBroker
June 2021 - November 2023 · 2 yrs 5 mos
Comerica Securities
June 2021 - November 2023 · 2 yrs 5 mos
Charles Schwab & CO., INC.
May 2020 - May 2021 · 1 yr
Charles Schwab & CO., INC.Broker
May 2020 - May 2021 · 1 yr
USAA Investment Management Company
June 2019 - May 2020 · 11 mos
USAA Financial Advisors, INC.Broker
January 2019 - May 2020 · 1 yr 4 mos
Bbva Securities INC.Broker
February 2016 - November 2018 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2016 · 3 yrs 3 mos
Chase Investment Services CORP.Broker
November 2011 - October 2012 · 11 mos
State Registrations9 states
CAFLGAILMINJOHORWI
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.