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Mark Kuznitz

Ameriprise Financial Services, LLC
34 Years of Experience
Red Bank, NJ
3 DisclosuresBroker
View SEC Summary
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Mark Kuznitz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Red Bank, NJ, with 34 years of industry experience. Mark 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

141 W Front St Ste 140, Red Bank, NJ, 07701

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History

Regulatory History (3)
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
July 2011
Withdrawn
Customer Dispute
January 2011
Denied
Customer Dispute
October 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark owns a single-family rental property in Oak Island, NC since 2020. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Ameriprise Financial Services, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2023 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2023 · 13 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
July 2004 - October 2004 · 3 mos
Quick & Reilly, INC.Broker
August 2000 - October 2004 · 4 yrs 2 mos
Fleet Enterprises, INC.Broker
August 1992 - August 2000 · 8 yrs
Uslife Equity Sales CORP.Broker
May 1992 - July 1992 · 2 mos
State Registrations19 states
AZCACODEFLILMDNCNJNVNYORPAPRSCTNTXVAVT
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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