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MS
CFA · CFP
MS
CFA · CFP

Mary Sycamore

Ameriprise Financial Services, LLC
10 Years of Experience
Portsmouth, NH
Broker
View SEC Summary
View SEC Summary

Mary Sycamore is a CFA, CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Portsmouth, NH, with 10 years of industry experience. Mary 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

314 Middle St, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mary owns multiple single-family real estate properties in New Hampshire, dating back to 2003. These properties are noted as not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2016 - December 2018 · 2 yrs 6 mos
Morgan StanleyBroker
June 2016 - December 2018 · 2 yrs 6 mos
Robertson Stephens SecuritiesBroker
November 2014 - February 2015 · 3 mos
Robertson Stephens Advisors
April 2014 - February 2015 · 10 mos
State Registrations17 states
COCTFLILLAMAMEMINCNHNVNYORPASCUTVA
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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