Suzanne Crociati
Suzanne Crociati is a registered investment advisor at Ameriprise Financial Services, LLC, based in Norwell, MA, with 32 years of industry experience. Suzanne 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
80 Washington St Ste D24, Norwell, MA, 02061
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Regulatory History (4)
Regulatory
November 2020Judgment / Lien
September 2017Judgment / Lien
March 2017Judgment / Lien
February 2007Other Business Activities
Suzanne is a part owner in her son's brewery, Sour Not Sorry Brewing, and founder of Crociati. She also acts as a sorority advisor, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Fahnestock & CO. INC.Broker
Cibc World Markets CORP.Broker
Salomon Grey Financial CorporationBroker
Barron Chase Securities, INC.Broker
Prudential Securities IncorporatedBroker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Advantage Capital CorporationBroker
Baraban Securities, INC.Broker
State Registrations17 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.