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Anthony Messano

7 Years of Experience
scappoose, OR
Broker

Anthony Messano is a registered investment advisor at Ameriprise Financial Services, LLC, based in scappoose, OR, with 7 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

scappoose, OR

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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

Anthony owns Viva La Gran Vida LLC, a music recording, performance, and publishing company, dedicating about 10-20% of his time. He also serves as Treasurer for Messano and performs live music, spending minimal time on each activity.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2019 - June 2022 · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
December 2019 - June 2022 · 2 yrs 6 mos
Ameriprise Financial Services, INC.
May 2018 - September 2019 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
April 2018 - September 2019 · 1 yr 5 mos
State Registrations22 states
AZCACOCTFLIAILKSMDMEMOMTNENJNYORPATNTXVAVTWA
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 Messano - Financial Advisor | TrueAdvisor