DP
DP

David Petracca

12 Years of Experience
Daytona Beach, FL
Broker

David Petracca is a registered investment advisor at Ameriprise Financial Services, LLC, based in Daytona Beach, FL, with 12 years of industry experience. David 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

1 Daytona Blvd Ste 270 FL 2nd, Daytona Beach, FL, 32114

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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 Activities

David is a general board member for Petracca. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - October 2020 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - October 2020 · 5 yrs 11 mos
Primerica Advisors
February 2014 - July 2014 · 5 mos
PFS Investments INC.Broker
February 2014 - December 2014 · 10 mos
Edward JonesBroker
March 2013 - August 2013 · 5 mos
State Registrations10 states
FLGAILMAMINYPATXVAWV
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.