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Scott Abramson

37 Years of Experience
Conshohocken, PA
1 DisclosureBroker

Scott Abramson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Conshohocken, PA, with 37 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

161 Washington St, Ste 1300, Conshohocken, PA, 19428-2055

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1996
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Previous Registrations
Ameriprise Advisor Services, INC.
July 2003 - October 2009 · 6 yrs 3 mos
Rsm Mcgladrey, INC.
November 2002 - July 2003 · 8 mos
Ameriprise Advisor Services, INC.Broker
March 1991 - October 2009 · 18 yrs 7 mos
W. H. Newbold's Son & Co./hopper Soliday & CO., INC.Broker
June 1990 - March 1991 · 9 mos
Thomas James Associates, INC.Broker
December 1989 - July 1990 · 7 mos
Hibbard Brown & CO., INC.Broker
September 1989 - January 1990 · 4 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILLAMAMDMEMNMTNCNHNJNVNYOHOKORPARISCTNTXVAVTWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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