Scott Mcroy
Scott Mcroy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Annapolis, MD, with 39 years of industry experience. Scott 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
200 Westgate Cir Ste 400, Annapolis, MD, 21401
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Scott owns a single-family real estate property and serves as Vice Chair of the McRoy Foundation Board. He also works as a contracted basketball official and chairs the Finance Committee for the AAMC Foundation, dedicating minimal time to each of these activities, and serves on the Investment Committee for the Archdiocese of Baltimore.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations40 states
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