Ameriprise Financial Services, Inc

Investment Advisor
in New York, NY
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About this Advisor

Jacquelyn Calandriello is a certified financial planner who lives in New York, New York. Currently a registered investment advisor at Ameriprise Financial Services, Inc, Calandriello has 10 years of experience in the financial advisory industry. Calandriello has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Calandriello can work with investors in New Jersey. Their career trajectory has included roles at Ameriprise Financial Services Inc, Metlife Securities Inc and Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of New York, New York, and operates out of 161 brick-and-mortar locations across the country. In total, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, Inc can provide 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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



Office Location

530 5Th Ave 10Th Floor
New York, NY 10036

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 157
Total Number of Accounts


NY Average: 8,262
Average Account Size


NY 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

Jacquelyn Calandriello Work History

Jacquelyn has 10 years of experience.

2016 - Present (3 years)

Ameriprise Financial Services, Inc

2010 - 2016 (6 years)

Metlife Securities Inc

2008 - 2010 (2 years)

Ameriprise Financial Services Inc


Jacquelyn Calandriello has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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