EA
EA

Eugene Armieri

50 Years of Experience
Garden City, NY
4 DisclosuresBroker

Eugene Armieri is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 50 years of industry experience. Eugene 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

1001 Franklin Ave Ste 302, Garden City, NY, 11530

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History

Regulatory History (4)
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
August 2013
Denied
Customer Dispute
February 2011
Settled
Customer Dispute
December 2010
Denied
Customer Dispute
December 2005
Denied
Other Business Activities

Eugene serves as treasurer on the Board of Directors for Armieri, meeting weekly. This activity requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Morgan Stanley
July 2014 - April 2021 · 6 yrs 9 mos
Morgan StanleyBroker
June 2009 - April 2021 · 11 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
August 1984 - February 1988 · 3 yrs 6 mos
Painewebber IncorporatedBroker
January 1980 - September 1984 · 4 yrs 8 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
February 1978 - January 1980 · 1 yr 11 mos
Loeb Rhoades & CO. INC.Broker
January 1977 - January 1978 · 1 yr
Loeb, Rhoades & CO. INC.Broker
March 1976 - January 1977 · 10 mos
First Jersey Securities, INC.Broker
January 1976 - April 1976 · 3 mos
State Registrations21 states
ALCACOCTDEFLGAMAMDNCNJNMNYOHPATNTXVAVTWAWV
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.
Eugene Armieri - Financial Advisor | TrueAdvisor