SM
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Sydney Mccall

3 Years of Experience
Denver, CO
Broker

Sydney Mccall is a registered investment advisor at Ameriprise Financial Services, LLC, based in Denver, CO, with 3 years of industry experience. Sydney 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

260 N Josephine St Ste 200, Denver, CO, 80206

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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

Sydney owns a single-family real estate property since 2019 and is a volunteer board member for McCall since 2023. Sydney also works as a ballet instructor and performer, dedicating a few hours per week to the board and dance theater, and about 10-20% of their time to teaching ballet.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLC
June 2022 - Present · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
State Registrations45 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.