CA
CA

Cindy Abramovic

44 Years of Experience
Daytona Beach, FL
2 DisclosuresBroker

Cindy Abramovic is a registered investment advisor at Ameriprise Financial Services, LLC, based in Daytona Beach, FL, with 44 years of industry experience. Cindy 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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Customer Dispute
May 2002
Denied
Other Business Activities

Cindy owns commercial real estate since 2017. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
August 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
August 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2017 · 8 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2017 · 8 yrs 3 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
UBS Financial Services INC.Broker
May 1994 - November 2008 · 14 yrs 6 mos
UBS Financial Services INC.
May 1994 - November 2008 · 14 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - May 1994 · 8 yrs 10 mos
Shearson Lehman Brothers INC.Broker
February 1985 - July 1985 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1981 - May 1994 · 13 yrs 1 mo
State Registrations23 states
AZCACOFLGAHIINLAMAMDMINCNJNVNYOHORPASCTNTXVAWA
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.
Cindy Abramovic - Financial Advisor | TrueAdvisor