Stephen Croghan
Stephen Croghan is a registered investment advisor at Ameriprise Financial Services, LLC, based in Flemington, NJ, with 31 years of industry experience. Stephen 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
349 Rt 31, Ste 101, Flemington, NJ, 08822
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business Activities
Stephen is the owner of Three Bridges Wealth Advisors LLC, dedicating about a quarter of his time to it. He also serves as President Elect on the Board of Directors for Croghan, spending minimal time on this non-investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations24 states
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
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