Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
40yrs
Anthony Baldi
Financial advisor at Ameriprise Financial Services
Anthony Baldi is a financial advisor in Williamsville, New York, with 40 years in the industry. Anthony joined Ameriprise Financial Services in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Anthony holds the CFP® designation.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in New York
Office8310 Wehrle Dr, Williamsville, NY 14221
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Anthony
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Anthony. 8310 Wehrle DrWilliamsville, NY 14221Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Anthony Baldi. Anthony works from the Williamsville, NY office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1986, about 40 years. Top 4% by experience in New York.
What licenses does Anthony hold?
Series 63. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Anthony paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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