Mark Zuckerman
Mark Zuckerman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boca Raton, FL, with 32 years of industry experience. Mark 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
5200 Town Center Cir Ste 600, Boca Raton, FL, 33486-1045
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Regulatory History (1)
Regulatory
March 2016Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Olde Discount CorporationBroker
Moore & Schley, Cameron & CO.Broker
Financial Northeastern Securities, INC.Broker
Apple Financial CorporationBroker
State Registrations43 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.