Peter Velcofsky
Peter Velcofsky is a registered investment advisor at Ameriprise Financial Services, LLC, based in Stratford, CT, with 39 years of industry experience. Peter 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
6580 Main St, Ryders Landing Ste 102, Stratford, CT, 06614-1605
Get directionsHistory
Regulatory History (1)
Criminal
December 1981Other Business ActivitiesSells Insurance
Peter is an independent insurance broker with Standard Insurance since 2004, dedicating a few hours per week. He is also a board member and assistant treasurer for Velcofsky since 2019, spending minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Liberty Securities CorporationBroker
Invest Financial CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations21 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.