Alejandro
Lewin

Ameriprise Financial Services, Inc

CRD#2231694
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Alejandro Lewin is a financial advisor based out of Woodland Hills, California, with 13 years of financial industry experience. Lewin currently works for Ameriprise Financial Services, Inc. They have spent the entirety of their time as a financial advisor at Ameriprise Financial Services, Inc. Lewin maintains a Series 63 license, designating them as a securities broker, and can serve investors in California. Ameriprise Financial Services, Inc is a financial advisory firm that has its headquarters in Woodland Hills, California. The firm has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in total assets between its 1,268,997 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 1,420 charities and foundations. Of its 1,268,997 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services typically are based on which service is provided. Fees charged by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6355 Topanga Canyon Blvd Ste 505
Woodland Hills, CA 91367

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

CA Average: $5,289,111,388
Total Number of Employees

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alejandro Lewin Work History

Alejandro has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Alejandro Lewin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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