Stephen
Gesualdi

Ameriprise Financial Services, Inc

CRD#1913247
Investment Advisor
in Wakefield, MA

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About this Advisor

Stephen Gesualdi is an investment advisor whose office is in Wakefield, Massachusetts. Currently a registered advisor at Ameriprise Financial Services, Inc, they have accrued 11 years of experience as a registered advisor. Gesualdi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gesualdi is registered to serve clients based out of New Hampshire and Texas. The advisor has gained experience at Wachovia Securities, LLC, Ubs Financial Services Inc and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is based out of Wakefield, Massachusetts, and has 166 additional locations in the nation. As a company, Ameriprise Financial Services, Inc manages $248 billion in assets dispersed across 1,393,263 accounts and retains more than 13,718 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 691,052 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc can offer 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Yes

Office Location

401 Edgewater Pl Ste 110
Wakefield, MA 01880

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

MA Average: 157
Total Number of Accounts

1,393,263

MA Average: 8,262
Average Account Size

$178,230

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

Stephen Gesualdi Work History

Stephen has 12 years of experience.

2019 - Present (1 year)

Ameriprise Financial Services Inc

2011 - 2019 (8 years)

Ubs Financial Services Inc

2008 - 2011 (3 years)

Wachovia Securities, LLC

Disclosures

Stephen Gesualdi has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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