AC
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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 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs 1 mo
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.
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