Paul
Donas

Ameriprise Financial Services, Inc

CRD#2047788
Investment Advisor
in New York, NY
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About this Advisor

Paul Donas is a certified financial planner and chartered financial consultant whose office is in New York, New York. Currently an advisor with Ameriprise Financial Services, Inc, they have accrued a notable 29 years of work experience. Donas holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Donas is able to work with customers based out of Georgia and New Jersey. Their career trajectory has included roles at Ameriprise Financial Services, Inc, John Hancock Mutual Life Insurance Co and Signator Investors, Inc. Ameriprise Financial Services, Inc is headquartered in New York, New York, and has 161 locations in the United States. 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 level of assets currently under the firm's management makes it one of the biggest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

29 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

530 5Th Ave 10Th Floor
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

Paul Donas Work History

Paul has 29 years of experience.

2015 - Present (4 years)

Ameriprise Financial Services, Inc

1989 - 2015 (26 years)

John Hancock Mutual Life Insurance Co

1989 - 2015 (26 years)

Signator Investors, Inc

Disclosures

Paul Donas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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