Cary
Laudadio

Ameriprise Financial Services, Inc

CRD#4038531
Investment Advisor
in Austin, TX
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About this Advisor

Cary Laudadio is a certified financial planner whose office is in Austin, Texas. Currently a registered investment advisor with Ameriprise Financial Services, Inc, they have accrued 13 years of work experience as a financial advisor. Laudadio holds a Series 63 license, which certifies them as a securities broker. Laudadio can serve clients based out of Texas. Laudadio has spent their complete career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Austin, Texas, and operates out of 161 other brick-and-mortar locations in the country. As an advisory firm, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 client accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the investment 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

No

Office Location

10415 Morado Cir Ste 2-100
Austin, TX 78759

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

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

13,020

TX Average: 157
Total Number of Accounts

1,268,997

TX Average: 8,262
Average Account Size

$192,468

TX 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

Cary Laudadio Work History

Cary has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Cary Laudadio has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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