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Angel Corniel

13 Years of Experience
Locust Valley, NY
1 DisclosureBroker

Angel Corniel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Locust Valley, NY, with 13 years of industry experience. Angel 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

Locust Valley, NY

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2024
Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
July 2023 - August 2024 · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
May 2018 - August 2024 · 6 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2018 · 5 yrs 3 mos
Chase Investment Services CORP.Broker
August 2012 - October 2012 · 2 mos
State Registrations1 state
NY
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.
Angel Corniel - Financial Advisor | TrueAdvisor