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Peter Sanoulis

31 Years of Experience
Great Neck, NY
Broker

Peter Sanoulis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Great Neck, NY, with 31 years of industry experience. Peter 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

111 Great Neck Rd Ste 213, Great Neck, NY, 11021-5408

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter co-owns multiple real estate and laundromat businesses, including Spinfast LLC, Spinfast 31 LLC, Viniani Equities LLC, Viniani LLC, 24-16 21 Avenue LLC, 31-56 35th Street Realty LLC, and Viniani 34 LLC. He dedicates minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2021 - Present · 4 yrs 10 mos
Ameriprise Financial Services, LLC
July 2021 - Present · 4 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - July 2021 · 10 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2011 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Dreyfus Service Corporation
May 2004 - June 2005 · 1 yr 1 mo
Dreyfus Service CorporationBroker
September 2003 - June 2005 · 1 yr 9 mos
Worldco, L.L.C.Broker
February 2001 - October 2003 · 2 yrs 8 mos
The Dreyfus Service CorporationBroker
September 1994 - February 2001 · 6 yrs 5 mos
State Registrations12 states
AZCACOCTDEFLMDNCNJNYPATN
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.