Kristina Daoud
Kristina Daoud is a registered investment advisor at Ameriprise Financial Services, LLC, based in Oxford, CT, with 9 years of industry experience. Kristina 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
90 Oxford Road, Oxford, CT, 06478
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2025Customer Dispute
August 2023Other Business Activities
Kristina is involved with Nancy S. Daoud & Associates, LLC since 2020. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
State Registrations31 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
More Advisors
- Nancy Daoud, ChFCAmeriprise Financial Services, LLC
- Kristina Matwijec, CFA, CFPEdward Jones