Zakkour Chivi
Zakkour Chivi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Holmdel, NJ, with 36 years of industry experience. Zakkour 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
2137 State Route 35, Ste 365, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2014Customer Dispute
February 2002Customer Dispute
July 2001Customer Dispute
May 1999Other Business Activities
Zakkour owns a business and is a Board of Elders member for Chivi. These activities each take minimal time per month and are not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.