AG
CFP
AG
CFP

Albertine Gibbs

10 Years of Experience
Oxford, CT
Broker

Albertine Gibbs is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Oxford, CT, with 10 years of industry experience. Albertine 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

90 Oxford Road, Oxford, CT, 06478

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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

Albertine owns a condo as a real estate investment since June 2025. She also works as a paraplanner for Nancy S Daoud & Associates, LLC, dedicating about a third of her time. Additionally, Albertine is the Education Chair for the LPGA Amateur Westchester Chapter, spending about 10-20% of her time organizing golf education clinics.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLC
June 2020 - Present · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2015 - June 2020 · 5 yrs
J.P. Morgan Securities LLCBroker
April 2015 - June 2020 · 5 yrs 2 mos
State Registrations23 states
AZCACTDEFLGAKYMAMSNCNHNJNVNYOHPARISCTXVAVTWAWI
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.