AS
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Anthony Sisson

8 Years of Experience
Dayton, OH
BrokerSells Insurance

Anthony Sisson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Dayton, OH, with 8 years of industry experience. Anthony 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

10801 Yankee St, Dayton, OH, 45458

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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 ActivitiesSells Insurance

Anthony is an independent insurance broker since 2018, selling fixed annuities, and is a board member for Sisson since 2022. He is also the president of Sisson since 2023, with each role requiring minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
October 2022 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Edward Jones
March 2018 - October 2022 · 4 yrs 7 mos
Edward JonesBroker
February 2018 - October 2022 · 4 yrs 8 mos
State Registrations12 states
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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.
Anthony Sisson - Financial Advisor | TrueAdvisor