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Zakkour Chivi

Ameriprise Financial Services, LLC
36 Years of Experience
Holmdel, NJ
4 DisclosuresBroker
View SEC Summary
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Zakkour Chivi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Holmdel, NJ, with 36 years of industry experience. Zakkour 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

2137 State Route 35, Ste 365, Holmdel, NJ, 07733

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History

Regulatory History (4)
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
June 2014
Award / Judgment
Customer Dispute
February 2002
Denied
Customer Dispute
July 2001
Denied
Customer Dispute
May 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2004 - January 2019 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
October 1999 - January 2019 · 19 yrs 3 mos
First Union Capital Markets CORP.Broker
January 1999 - October 1999 · 9 mos
Prudential Securities IncorporatedBroker
June 1995 - December 1998 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - July 1995 · 5 yrs 9 mos
State Registrations20 states
AZCACTDCDEFLLAMDMEMINJNMNYOHPAPRRISCTXVA
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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