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Marc Strasser

Ameriprise Financial Services, LLC
44 Years of Experience
Boca Raton, FL
4 DisclosuresBroker
View SEC Summary
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Marc Strasser is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 44 years of industry experience. Marc is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2005
Settled
Customer Dispute
February 2001
Settled
Customer Dispute
November 1999
Denied
Customer Dispute
November 1991
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Marc is a member of the Board of Directors for Strasser since April 2025. This activity requires minimal time each month.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLC
April 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
UBS Financial Services INC.
July 1989 - January 2008 · 18 yrs 6 mos
UBS Financial Services INC.Broker
July 1989 - January 2008 · 18 yrs 6 mos
The G.M.S. Group, INC.Broker
November 1988 - July 1989 · 8 mos
Moore & Schley, Cameron & CO.Broker
January 1984 - December 1988 · 4 yrs 11 mos
Moore & Schley Municipals, INC.Broker
January 1984 - January 1988 · 4 yrs
Marks, Allen & CO.Broker
May 1982 - January 1984 · 1 yr 8 mos
State Registrations14 states
CACTDCFLGAMANJNYOHORSCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Marc Strasser - Financial Advisor | TrueAdvisor