Vincent
De Vita

Ameriprise Financial Services, Inc

CRD#4055454
Investment Advisor
in New York, NY
Are you Vincent De Vita? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Vincent De Vita is an advisor based in New York, New York. Currently a registered advisor at Ameriprise Financial Services, Inc, De Vita has 13 years of work experience in the financial advisory industry. De Vita holds a Series 63 license, qualifying them as a securities broker. De Vita is registered to advise investors based out of Texas. De Vita has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in New York, New York, and operates out of 161 other locations in the United States. Overall, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and employs more than 13,020 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $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 63

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

Yes

Office Location

1430 Broadway Ste 305
New York, NY 10018

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

NY Average: 157
Total Number of Accounts

1,268,997

NY Average: 8,262
Average Account Size

$192,468

NY Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Vincent De Vita Work History

Vincent has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Vincent De Vita has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started