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Alexander Ferry

Advisor at Ameriprise

Updated today

Location

Greenville, PA

Credentials

Series 66

Industry experience

1 year

About

Alexander Ferry is a Series 66 licensed financial advisor with Ameriprise in Greenville, PA, having one year of industry experience. His prior work includes roles in education and facilities management, as well as a position at Olive Garden. He also serves as an associate advisor to an Ameriprise franchisee’s practice through ACAG3 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver customized, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Greenville, PA

Most active in

Pennsylvania

Work history

Ameriprise

2024 - Present (2 years)

Olive Garden

2023 - 2024 (1 year)

OVG Facilities

2022 - 2023 (1 year)

Greenville Area School District

2021 - 2021 (1 year)

Robert Morris University

2020 - 2024 (4 years)

Greenville Area School District

2013 - 2020 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, ChFC®, Series 65

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Options & derivatives strategies
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Hermitage, PA

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Options & derivatives strategies
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CFA®, Series 65

Hermitage, PA

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Options & derivatives strategies
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Series 65

Hermitage, PA

Matune Basile Advisors

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Options & derivatives strategies
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CFA®

Hermitage, PA

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CFP®

Hermitage, PA

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