Anthony
Rando

Ameriprise Financial Services, Inc

CRD#2167131
Investment Advisor
in Boston, MA
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About this Advisor

Anthony Rando is a certified financial planner who works in Boston, Massachusetts, who has 13 years of experience as a financial advisor. Rando is an advisor for Ameriprise Financial Services, Inc. They have been employed by Ameriprise Financial Services, Inc for the entirety of their career. Rando has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Connecticut. Ameriprise Financial Services, Inc is a firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 161 locations and a total of 13,020 people on staff. It manages $244 billion in assets under management among its 1,268,997 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 1,420 charities and foundations. Of its 1,268,997 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, including 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. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Ameriprise Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

7 Marlborough St Unit 2
Boston, MA 02116

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

MA Average: 157
Total Number of Accounts

1,268,997

MA Average: 8,262
Average Account Size

$192,468

MA 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

Anthony Rando Work History

Anthony has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Anthony Rando has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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