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George Hunt

33 Years of Experience
Garden City, NY
1 DisclosureBroker

George Hunt is a registered investment advisor at Ameriprise Financial Services, LLC, based in Garden City, NY, with 33 years of industry experience. George 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1001 Franklin Ave Ste 302, Garden City, NY, 11530

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History

Regulatory History (1)
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Customer Dispute
July 2012
Settled
Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLCBroker
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Morgan Stanley
March 2014 - May 2018 · 4 yrs 2 mos
Morgan StanleyBroker
June 2009 - May 2018 · 8 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2011 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
April 2004 - February 2009 · 4 yrs 10 mos
UBS Financial Services INC.Broker
December 1994 - February 2009 · 14 yrs 2 mos
Smith Barney INC.Broker
November 1992 - December 1994 · 2 yrs 1 mo
State Registrations30 states
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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.