Gilbert Millstein
Gilbert Millstein is a registered investment advisor at Ameriprise Financial Services, LLC, based in New York, NY, with 44 years of industry experience. Gilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
122 E 42nd St, Ste 2215, New York, NY, 10168
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
Prudential-Bache Securities INC.Broker
State Registrations5 states
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