Supreme Alliance
47yrs
Top advisor by experience in Charlotte
7yrs
Sameer Baig
Financial advisor at Ameriprise Financial Services
Based in Charlotte, North Carolina, Sameer Baig is a fiduciary financial advisor with 7 years of industry experience. Sameer has been with Ameriprise Financial Services since 2025; before that, Sameer spent two years at Wells Fargo Advisors and a year at Fidelity Personal and Workplace Advisors. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeCharlotte, NC
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- Apr 2023 – Jan 2025Wells Fargo Clearing Services, LLCPreviously
- Jun 2021 – Oct 2022Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2020 – May 2021Vanguard Advisers, Inc.Previously
- Apr 2020 – Aug 2020Equitable Advisors, LLCPreviously
Questions to ask Sameer
Tailored to Sameer’s registration and firm.
- 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 Sameer
How do I contact Sameer?
Call Ameriprise Financial Services at 612-671-3131 and ask for Sameer Baig. Sameer works from the Charlotte, NC office.
How long has Sameer been a financial advisor?
Sameer has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Sameer hold?
Series 66. Tap any license on this page to see what it allows.
Is Sameer a fiduciary?
Sameer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sameer paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sameer 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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