Scott Codacovi
Scott Codacovi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Wall Township, NJ, with 36 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
3350 State Route 138 Ste 212A Bldg 1, Wall Township, NJ, 07719
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2020Judgment / Lien
May 2019Other Business ActivitiesSells Insurance
Scott is an independent insurance broker with multiple companies, including AIG and American National. He also has a business ownership stake, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
American General Securities IncorporatedBroker
Ameriprop, INC.Broker
Uslife Equity Sales CORP.Broker
Cadaret, Grant & CO., INC.Broker
Invest Financial CorporationBroker
Sherwood Capital, INC.Broker
State Registrations8 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.