Joseph Zaccardo
Joseph Zaccardo is a registered investment advisor at Ameriprise Financial Services, LLC, based in Colts Neck, NJ, with 31 years of industry experience. Joseph 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
273 State Route 34, Colts Neck, NJ, 07722
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an independent insurance broker for multiple companies, including Mutual of Omaha and Horizon Blue Cross Blue Shield. He also serves as a County Committeeman and is involved with the Middletown Boxing Club, dedicating minimal time to these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Evolution Financial Technologies, LLCBroker
Assent LLCBroker
Schwab Capital Markets L.P.Broker
Beacon Securities, INC.Broker
M. H. Meyerson & CO., INC.Broker
Dickinson & CO.Broker
State Registrations8 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.