Brooklyn, NY Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
Brooklyn NY
Advisors at this office
3
Advisors at this office
Megan L
Series 66
Brooklyn, NY
Ameriprise
Megan Linde is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Financial Freedom Legal and several academic and community organizations. She has also worked in the hospitality sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement income planning through written reports and ongoing advice. The firm’s approach includes analysis based on investment research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.
Daniel M
CFP®, Series 66
Brooklyn, NY
Ameriprise
Daniel Masiello is a Certified Financial Planner (CFP®) at Ameriprise with 12 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he serves on the board of Bay Ridge Promenade and consults with Advanced Skill Development, LLC, focusing on leadership and sales skills for financial professionals. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm provides tailored, non-discretionary recommendations that incorporate tax-efficient strategies and algorithmic support, alongside a broad range of advisory, brokerage, and insurance solutions.
Alan M
Series 63, Series 65
Brooklyn, NY
Ameriprise
Alan Melamed is a financial advisor with Ameriprise in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns and manages a business, MAB NYC LLC, related to his Ameriprise activities. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
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