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ChFC
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ChFC

Eileen Holzman

Ameriprise Financial Services, LLC
41 Years of Experience
Raynham, MA
1 DisclosureBroker
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Eileen Holzman is a ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Raynham, MA, with 41 years of industry experience. Eileen 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

1244 Broadway Unit 5, Raynham, MA, 02767

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History

Regulatory History (1)
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
May 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eileen serves on the board of directors for Holzman and is a board member at 73 Tremont Street, spending a few hours per week on each role. She is also a lecturer at Suffolk University for a Retirement and Estate Planning course, dedicating about 10-20% of her time, and owns a timeshare at Harborside Inn.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLC
May 2020 - Present · 6 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
November 2018 - May 2020 · 1 yr 6 mos
Royal Alliance Associates, INC.
November 2018 - May 2020 · 1 yr 6 mos
Signator Investors, INC.
January 2018 - November 2018 · 10 mos
Signator Investors, INC.
January 2013 - December 2017 · 4 yrs 11 mos
Signator Investors, INC.Broker
April 1990 - November 2018 · 28 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1990 - May 1997 · 7 yrs 1 mo
MML Investors Services, INC.Broker
August 1988 - March 1990 · 1 yr 7 mos
New England Securities CorporationBroker
March 1986 - August 1988 · 2 yrs 5 mos
Nel Equity Services CorporationBroker
September 1984 - November 1985 · 1 yr 2 mos
State Registrations15 states
CACTDCFLLAMAMDMENCNHNJNYRISCVA
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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