Joseph
Candela

Ameriprise Financial Services, Inc

CRD#2674155
Investment Advisor
in New York, NY
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About this Advisor

Joseph Candela is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Ameriprise Financial Services, Inc, they have accrued 19 years of professional experience in the financial advisory industry. Candela holds Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Candela is registered to advise investors in New Jersey and Texas. Candela has spent their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is located in New York, New York, and operates out of 161 locations in the nation. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in 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 66, Certified Financial Planner

Years of Experience

19 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

1501 Broadway Ste 2900
New York, NY 10036

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

NY Average: 157
Total Number of Accounts

1,393,263

NY Average: 8,262
Average Account Size

$178,230

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

Joseph Candela Work History

Joseph has 19 years of experience.

1999 - Present (20 years)

Ameriprise Financial Services, Inc

Disclosures

Joseph Candela has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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