Michael
Mc Entee

Ameriprise Financial Services, Inc

CRD#4966519
Investment Advisor
in Boston, MA
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About this Advisor

Michael Mc Entee is a certified financial planner operating out of Boston, Massachusetts, who has been in the advisory business for 13 years. Mc Entee is an advisor for Ameriprise Financial Services, Inc. They have spent their complete time as a financial advisor at Ameriprise Financial Services, Inc. Mc Entee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Ameriprise Financial Services, Inc is a registered investment business operating out of Boston, Massachusetts. The company has offices in 161 locations and a total of 13,020 financial advisors. It has $244 billion in assets between its 1,268,997 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 1,420 charitable organizations. Of its 1,268,997 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ameriprise Financial Services, Inc performs a diverse range 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 charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Ameriprise Financial Services, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, 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

60 State St, Suite 2100
Boston, MA 02109

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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

Michael Mc Entee Work History

Michael has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Michael Mc Entee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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